Create a new template

The feature described in this Help topic is available only if any of the following versions of both Office SharePoint Server 2007 and Microsoft Office Enterprise 2007 are installed: Chinese (Traditional), Chinese (Simplified), Japanese, or Korean.

  1. Start the program with which to create a template. Group Approval supports files in .docx, dotx, doc, xltx, xlsx, and xls formats created in Microsoft Office Word 2007 or in Microsoft Office Excel 2007.

  2. Design your template file. If needed, add the document number label to the templates and display the document number. When you move or copy a document onto different location, the allocated document number properties is not maintained. Therefore, make sure that you added the document number label to a document to verify the original document number after copying. At this point, just leave space for the document number label because it can be inserted only if the document is saved in the server. To create a signature line, do the following:

    1. Move the insertion point in position for a signature line.

    2. On the Insert tab, in the Text group, expand the dropdown menu of the Signature Line. Click Stamp Signature Line.

    3. Click OK in the dialog about the limited legal authority of the sign .

    4. In theSignature Setup     dialog box, enter information into the boxes as needed.

      • Suggested signer      Leave the field blank because the user's name is automatically added when the user signs the document.

      • Suggested signer's title      Leave the field blank because the user's title is automatically added when the user signs the document.

      • Suggested signer's e-mail address      Leave this field blank if it is a signature line for a normal approver, or type an asterisk (*) if it is a signature line for a cosigner in the Cooperative/CoApproval scenario.

      • Instructions to the signer      This message is shown to the approver when he or she signs the document. It is displayed on the top of the Signature dialog box. Modify the message if necessary.

      • Allow the signer to add comments in the Sign dialog      Determine whether to display the Purpose for signing this document box in the Signature dialog box. We recommend that you select this option so that the approver can leave necessary comments.

      • Show sign date in signature line      Determine whether to display the signed date on the top of the signature line.

    5. Click OK to close the dialog box.

    6. Create signature lines as many as you want.

  3. Save the created document.

  4. Exit the program.

  5. Click OK.

Share Facebook Facebook Twitter Twitter Email Email

Was this information helpful?

Great! Any other feedback?

How can we improve it?

Thank you for your feedback!

×