Introduction
Approval Chains are simple ways to set an order to who must see a document before it can be approved. If my project requires the project manager (me) to receive all submittals and then send them to the architect for review I would set my approval chain as
me
the architect
Set approval chains
To set the approval chain for any document type go to the dashboard and then:
Open the project.
On the Project page, select Project Settings.
On the Project Settings page, you will see a documents tab in the left hand navigation bar. Select the document type you want to update and you will be able to edit the approval chain.
Change Order Approval Chain:
Update Controller
Add or remove approver to the Back Charge Change Orders
Add or remove approver to Owners Change Orders
Add or remove approver to Contingency Change Orders
Invoice Approval Chain:
Add or remove an approver
Pay Apps Approval Chain:
Add or remove an approver
Update Project Retainage
Upload Release of Liens
Update Payment Terms
