Why is there a warning when I select some documents for my document set?
When a contract or project uses the serial signatory approval workflow, the documents chosen for a document set must support the correct number of approver signatures. You also need to make sure the assigned number of signatory approvers matches the number of expected signatures in the chosen document. If there is a mismatch, you will see an error message.
See Serial Approval Scenarios for Head Contractors or Serial Approval Scenarios for Owners for an example of some of the different ways you can set up serial approval.
Last Published Wednesday, April 3, 2024