Last updated 11/18/2021Less than a minute to read

Set an approval process as default

 To set an approval process as default (to apply its rules to your documents) or disable it (Make sure its rules will no longer interfere with your documents' publication), take the following steps:

  1. In your org home, open the main menu on the top left >> Approval Processes. On the new page, you can see whether a process is active or not. (the green checkmark indicates the default process and the black one shows the disabled process)
  2. Click the black checkmark next to the process you want to set as the default one (Make sure the checkmark color changes into green. Clicking a green checkmark sets the process inactive).

Note: Setting a process as the default one automatically disables other processes. 

You can switch between your organizations through the org list on the top right to see the list of approval processes of your other organizations and set them as active or disabled.

Set a process as active or inactive