Creating and deleting approval templates
Overview
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.
Creating Page Approval templates
Only an administrator can create Page Approval templates
You can add an approval template to a space.
In the space sidebar to the left, under the Apps section
choose Page Approval
select Page Approval Templates
choose the Create Template button
Templates cannot be created if the Page Approval app is disabled in the Settings page
fill in the Template Name and Template description fields so that your content creators can understand the purpose of the template
choose Next to continue.
choose the Approval type and then enter the list of approvers in the Approvers field. After that, click on the Next button
To understand the difference between each approval type, go through the Setting up a request for approval documentation.
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
Deleting a Page Approval template
On the Templates tab
select Actions > Delete from the dropdown
select Delete to confirm the deletion of the template
Once the template is deleted, it cannot be recovered.
Related pages
Need support? Create a request with our support team.