Adding an Approval Policy Document

  • Updated

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Approval policy documents are referenced in conjunction with Response Selection Approvals to provide both the Buyer and the Approver with the relevant approval policy information for their organisation. Global approval policy documents apply to all Buyers in all Local Groups in the enterprise. If, however, a policy document is added to a specific Local Group, that Local Group policy document will take precedence over the Global policy document.

Approval policy documents can be added at a Global level or at a Local Group level by the Super Admin of the enterprise. 

There can only be one policy document at any one time. To add a new or replace the existing policy document, please remove the current one first (see steps below).

Adding an Approval Policy Document

Follow the below steps to add an Approval Policy Document at the Global level:

  1. Select Global Settings under the Admin Tools option in the top menubar.

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  2. Select the Manage global approval policy document option.

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  3. Click on the button to select and upload your Approval Policy Document in PDF file format.

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  4. Once uploaded, the document will be visible to all buyers when approval is available.

Follow the below steps to add an Approval Policy Document at the Global level:

  1. Select Local Groups and Users under the Admin Tools menu (either in the top menubar or on the homepage on the left-side menu).

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  2. Against the required list, click on the blue arrow icon to bring up the options. Under Response Decision Approvers, select the Manage global approval policy document option

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  3. Click on the button to select and upload your Approval Policy Document in PDF file format. Once uploaded, the document will be visible to all buyers in the Local Group when approval is available.

Updating an Approval Policy Document

To update or remove an approval policy document at a Global level or Local Group level, return to the same menu where the initial document was uploaded (see steps above).

You will then see the current document and can click on the 'Remove current policy document' to remove the document. The removed document will automatically be added to the Archived Documents section, and you can then upload a new document if required.