Using Create Approval Request Wizard

What is Create Approval Request Wizard?

Create Approval Request Wizard walks you through simple steps for sending records for approval to Authors and Collaborators.

You can access this wizard from TopTeam main menu > Collaboration > Send Package for Approvals… Refer to the image below.

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Create Approval Request Wizard

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When to use it?

Use Create Approval Request Wizard when you want to send records that are ready for approval.