Upload Countersign Approval with airSlate SignNow

Upload countersign approval

hello and welcome in this video we're going to be covering everything related to approvals on trade agreement talking about a few questions that commonly arise about this feature that's what we can see here right off the bat on the dashboard is that we have an approvals hub down here and if we want to if we right-click on one of these documents or even several of them and just open them in a new tab we can see we'll be taken immediately to the documents that need our attention as an approver so we can see here we have an expense record and here we have a requisition and assist for your examples so we'll go ahead and close out of this now another thing I'd like to point out really briefly here is that each branch in your company is going to have its own set of approval rules so if we look at one of our other branches in this company for example and go to their approvals list we'll see that we have one list of approvals here but if we go to manage branch and look at approvals in our own branch we'll see we have a different set of approval series that is one thing to keep in mind before we get into this list here there is one other thing I'd like to mention and that is that you can have email notifications sent directly to your email based off of the notifications you receive entre de gram and to do that you'll want to go up here like we just did and give to my profile and then you'll want to come down here to email settings or you can then check off send me an email when a network is received and when you have this checked off every time and approval requires your attention you'll have that received right in your inbox so let's move on now to creating a new approval rule we can go up here to manage branch from the drop down menu and then we're going to want to go over to this thumbs up icon where it says approvals and here we can see a list of our approvals at any time we can edit any of these individual approval rules and we can also delete them if we want to but in this case let's say we want to add a new approval rule I'm going to go ahead and fill out this form now just for the sake of time and then we'll walk through each of these sections to get more details about each one all right so now that this is filled out let's take a look at each of these fields and see what we filled in here the first field we filled out is the transaction type in this example we selected purchase order but we can also choose a requisition expense and invoice if you're interested in...