What are approvals?
A list may have a checkbox per row - this can be used for participants to indicate their approval when the box is ticked.
This article will cover how a participant on the matter, such as a lender, can use these checkboxes to provide or remove their approval.
For information on how to add an approval column to your list, please see our assigning approvals article.
How to provide approvals
Scroll to the checkbox column and tick the box on the list item you would like to approve.
Depending on the automatic actions set-up for your list, the status may automatically change from 'To be approved' to 'Approved'.
Please see our article on automatic actions for more information on how to set or remove automatic statuses.
How to remove approvals
Scroll to the checkbox column and untick the box on the list item you would like to remove your approval for.
Depending on the automatic actions set-up for your list, the status may automatically change from 'Approved' to 'Awaiting review'. Please see our article on automatic actions for more information on how to set or remove automatic statuses.
If you have any other questions, please get in touch with our team at support@legatics.com.