Tech Tip: Only account Administrators have access to create Content Rules.
- To create a Multiple Approval Content Rule, select Management from the left side menu.
- Select Content Rules.
- Select the Add symbol to create the Content Rule.
- Under Details select Multiple Approval from the Type drop down menu, name and describe the content rule and select Next.
- Select Browse to select a folder location for triggering the event, select Next.
- Select Approver(s) to Assign as a Reviewer.
- If a Signature is required for the Approver, select Yes. Select Next.
- Select Add Approver to add multiple approvers. Select Next.
- Browse and select Approve and Reject folder locations for completed task and select Next.
- Review and Create Rule.
Reviewing Multiple Approval Content Rule in My Tasks
Users who have been tasked to approve a Multiple Approval Content Rule will see the task in My Tasks on the left hand menu.
Click the context menu to the right of the Task to see actions: View, Approve, Reject.
From the task list you can complete a review by:
- Checking the items to mark reviewed.
- Select the Review item from the action icons or the ellipse menu.
- Enter comments (optional) and click Submit.
File will then be moved to the Outcome folder.
Select this link to learn about Signatures within a Content Rule.