Approvals Panel
As of our August release, we have introduced the ability to add the approvals panel to a custom system dashboard, which will show the user's list of approvals when they log into the homepage. Additionally, it can show any outstanding document approvals that need to be reviewed.
To add the
Approval panel
, as a System admin
, click Edit
within your homepage:
You can now edit the dashboard. Click
Add panel
to add a new panel:
The
Add panel
screen opens:
In the
Add panels
screen, click Approvals
:The
Add panel - Approvals
screen opens:
Give your panel a
Title
, select the Site
, List
and where you want the panel displayed. In this example, we have called our panel,
Approvals
, selected the VAC002 - Matter management
site, selected the To approve
list, and decided to display it on all devices. Click
Add
to add your new panel and then click Save
to save your changes. Your new panel will now be displayed on the homepage: