Add a Global Approval Policy Document

  • Updated

You can add an Approval Policy Document at the Global level to provide all Buyers and Approvers across the enterprise with relevant approval policy information. The document must be a PDF file. 

Prerequisites

  • You must be an enterprise Super Admin.

  • The policy document must be in PDF file format.

  • You must remove any existing Global Approval Policy Document before uploading a new one, as only one can exist at a time. 

Steps

Follow these steps to upload a new Global Approval Policy Document:

  1. Select Global Settings under the Admin Tools option in the top menubar.

  2. Select the Manage global approval policy document option.

  3. Click on the button to select and upload your Approval Policy Document in PDF file format. 

  4. Wait for the upload to complete.
     

Results / Validation

The document will now be visible to all buyers across the enterprise when approval is requested/available. 

What's Next / Related

Limits & notes

  • Only one Global Approval Policy Document can be active at any one time.

  • A Local Group Approval Policy Document will take precedence over the Global Policy Document for that specific Local Group.