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Use a predefined approval template to populate the approver and acknowledger fields automatically. Approval templates enhance the efficiency of the approval request submission.

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Go to any page in your space.

  • choose the Page Approval breadcrumb below the page title

A new window will pop up displaying popup displays the list of approval templates.

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You have two template options here

  • select one of the approval templates to proceed with predefined approvers and acknowledgers

Select Skip if you do not want to use the existing approval template and instead define your own acknowledgers and approvers. Refer to the Setting up a request for approval documentation. 

The selected template will populate the fields in the Select approvers and Select acknowledgers step.

  • choose Next until you reach the Set due date and priority step

  • set the Due Date and Priority for the approval

  • then, choose Send request to submit the approval request

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