Activate the Auto-notify Next Approval'feature to ensure that the next approver in your Company or Custom workflow will be automatically notified of the previous approval completion.
The next approver will receive a notification via email and on their Actions Required.
Activate this feature
- Navigate to the desired Document
- Select the Company Workflow or Custom Workflow
- Check the box Automatically notify next approvers when a step is complete.
- Click Save
- No notification is sent for the first step of the workflow. It must be triggered manually if required. If an approval step is canceled, then revalidated, the notification is sent again.
To activate this feature in previously created set workflows:
- Click Edit
- Check the box Automatically notify next approvers when a step is complete.
- Click Save