Approvals Panel
The
Approval Panel
provides quick access to items that require review and approval. When added to a custom system dashboard, it displays the user's pending approvals directly on the homepage, including any outstanding document approvals that need attention.To add the
Approval panel
, click Edit dashboard
within your homepage and select Content editor
from the available panel options.
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 the 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. Your new panel will now be displayed on the homepage.