Creating an approval package with files

To create a new approval package with selected files from the “Files” module:

1. Open the “Files” module.
   
   

2. Select files.
   
   

3. Click the “Create new approval workflow” icon in the toolbox to prepare the new package.
   
   

4. Enter the properties of the package into the fields.
   
   

5. Invite the participants to your approval package.
   
   

6. Click the “Create and open” or “Create” button to create the package.
   
   

7. You will either be taken to the detail view of the approval package or back to the initial view.

1. Name of the approval package

Enter a meaningful name for the approval package. 

This is a mandatory field.

Note:  To ensure optimum readability in the system, we recommend a maximum name length of approximately 40 characters.

2. Description and information

Enter any descriptive text or information for the participants.

You can enter line breaks in the input field.

Note:   To ensure optimum readability of the description in the system, we recommend a maximum length of approximately 500 characters (without line breaks).

3.  Approval deadline

Enter the date by which you need approval.

4.  Activating/deactivating messages

Specify whether you want to be notified by email when new comments are made about an asset in the package.

5.  Continue to “Add participants”

This button takes you to the next area where you can add participants to your approval package.

By clicking on “Create” or “Create and open” you will create your package. You will either be taken to the package view or back to the initial overview.