Note: Policies can only be sent for approval if they contain either uploaded documents or text in the in-platform editor.
First, set a Policy Approver
To assign an Approver or Approvers for a policy:
- Go to the Details tab on the right-hand side of the Policy Drawer.
- Select one or more Approvers from the list of Complyance users.
If your desired approver does not appear in the list, this is because they are not yet a user of the Complyance platform. Please speak to your IT department to grant them access.
Sending a Policy for Approval
To send a draft policy for approval:
- Click the purple Send for Approval button located in the top-right corner of any tab within the policy.
- A pop-up box will appear. Complete the following fields:
- Approver: Select the user(s) who will receive the approval request email. If an Approver is already set, their name will pre-populate in this field.
- Due Date: Specify when the approval should be completed.
- Message Title: Provide a custom subject line for the approval email.
- Message Details: Add any additional context or instructions for the Approver.
For the Approver:
- Approvers will receive an email with a direct link to the policy.
- Once in the policy, they can click the purple Approve button in the top-right corner to review and approve it.
- After approval, the policy’s status will update from yellow (Awaiting Approval) to green (Approved).
You can monitor the progress of approvals in the # Approvals column within the Approvals. tab.