In this article:
What are approvals?
Once you have created your list, you may like to add an approvals column so matter participants can notify you that they have approved a row in your list. Approval columns can be assigned either to a role, organisation or individual participant. These columns have a checkbox per row - when the box is ticked by the relevant participant, this indicates their approval.
Assigning approvals to files
Approval columns allow matter participants to provide approval of items in your list. These can be general row approvals, however, more frequently approval columns are assigned to files, to show that participants have reviewed and approved documents.
If you have more than one column with files in your list, this feature ensures that you can have separate approval columns for the different file columns, to reduce confusion.
How to add an approval column
Open the relevant list and click the 'add column' button on the right.
Under the 'type' field, select 'checkbox' and you can name the column in the 'name' field.
Assign participantsYou can choose to assign the approval column to a participant. There is the option to choose from:
A role - all parties and users assigned under this role e.g. 'lender' will be able to use the approval column
A organisation - all users assigned under the selected organisation will be able to use the approval column
A user - only the individual user selected will be able to use the approval column
The example above shows that the Seller Company A role has been selected as the attached participant. This means all the organisations and users assigned under the Lender role will be able to use the approval column.
You can also choose to keep the assigned participant field blank at this point by selecting 'none'. Participants can be assigned once the column has been added.
Assign file columnsYou can then choose which file column needs to be approved by the participant. Alternatively, you can choose to leave it blank by selecting 'none'.
Alternatively, you can choose to leave it blank by selecting 'none'.
The name field can be edited to what you would like the approvals column to be called.
If needed, a description can be added to guide participants.
You can then press 'Add' to create your column. It will appear as the last column in your list but can be moved if needed.
To add additional approval columns to your list, follow steps 1 to 8 per column.
Approval warnings
Legatics will display a warning beneath the checkbox to notify participants if approved files have changed after approval has been given.
This warning explains which file is the current version that needs to be approved.
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If you have any questions or need further help, please email support@legatics.com.