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How to create an Approval Matrix

Step #1

Click here


Step #2

Click “Approval Matrices”


Step #3

Click “Create Approval Matrix”


Step #4

Enter the “Name” for your Approval Matrix


Step #5

Select the “Status”


Step #6

Click “Create Approval Matrix”


Step #7

Click here


Step #8

Click to select the “Signature Type”


Step #9

Click here to select the “User” or “Department”


Step #10

Click to Add


Step #11

Click here to add the “User” or “Department”


Step #12

Click here to add the “User” or “Department”


Step #13

Click here to add the “User” or “Department”


Step #14

Click “Save Approval Matrix”