Add a possibility to presave approval groups
Would be great to have a possibility to save a approval group for a more convenient process.
Ulyana Kucheruk
shared this idea
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Tom Dowd
commented
It's nothing short of insanity not to have this feature. This must be implemented ASAP.
We have over 50 templates therefore if we have any joiners/leavers this creates tremendous overhead for our admin team. Coupled with the fact that if someone is removed from a workspace they are not automatically removed from a template, this is creates so much manual work!
Please address this as soon as possible for the sake of our admins! Thank you :)
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Daniel Finamore
commented
This is a must have. It is impossible to manage all of our templates currently. If there is a staff change in our Approval Group. I need to open every document that follows the same approval process and manually update the email on each template.
Having one Approval group saved in Contacts that can be the source of truth would make managing the process incredibly simple.
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Manar Saleh commented
The goal is to make it easy to set up a standard process for approving documents by creating a template group that includes "Legal," "Finance," and "Compliance." This group can then be added to any new document or template that needs to go through the approval process.
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The ability to define a group of repeating approval groups that could be assigned to multiple templates. You can give the same groups across different templates in its current iteration, but you must set them up manually each time.
This would allow the groups to be already created and usable for other templates.
