Introduction
This guide explains how to reassign one-off document approvals to a different approver if an approver is not available.
Prerequisites
Before you begin, make sure:
You have access to the Admin console.
The new approver is already set up in the system and available for selection.
Step-by-Step Instructions
Go to Users:
Navigate to the Users menu.
2. Click on the Reassign Tab:
Locate and click on the "Reassign" tab to access the reassignment options.
3. Click on the Reassign Approval Button:
Once you have selected all the documents, click the "Reassign Approval" button to proceed.
4. Choose the New Approver:
From the dropdown menu, choose the new approver.
Click on "Reassign Approver" to finalize the reassignment.
FAQs and Troubleshooting
What happens to the documents after reassignment?
The documents will be transferred to the new approver’s queue, and they will be able to see the documents in their Approvals menu.
Can I reassign multiple documents at once?
Yes, you can select and reassign multiple documents simultaneously by following the steps above.