4) Click on the Arrow Down button next to the Register of Directors, then choose the Register that you would like to circulate Approval for.
5) In the selected Register page, select the checkbox beside the relevant entry. Then, click on Circulate Approval icon.
6) To use an existing Approval template,
a) Select Use Template. Then, choose a Template from the dropdown list.
Important Note: You are first required to create the template before you can choose from the dropdown list.
b) Click on the Eye icon to preview the template document.
Then, click on Continue to Approval.
c) You will be directed to the View Approval page and the Approval has been saved as draft.
In the View Approval page, click on Edit at the top right to change the information as necessary.
d) Click on Activate and Notify.
e) From the Notification pop-up window, select how and who you would like to notify. Then, click on Confirm to circulate the Approval.
7) To upload your own Approval document,
a) Select Upload My Own Approval Document. Then, click on Continue to Approval and you will be directed to Add Approval page.
b) In the Add Approval page, enter the required information. Fields marked with asterisks are mandatory and cannot be left blank.
c) Then, click on Activate and Notify.
d) From the Notification pop-up window, select how and who you would like to notify. Then, click on Confirm to circulate your Approval.