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Approval templates help the team fast-track the approval request process. Instead of manually adding the approvers and acknowledgers, create an approval template with a preset list of approvers and acknowledgers.

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Info

To understand the difference between each approval type, go through the Setting up a request for approval documentation. 

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  • add the acknowledgers into the Acknowledgers field

  • choose the Submit button to complete the template creation


  • on the Templates page, view the newly created template

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Warning

Once the template is deleted, it cannot be recovered anymore.

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