Select an approver

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. Click Start on the message bar to display the Group Approval dialog box.

  2. Click Set Approval Line.

  3. In the Signer box in the Set Approval Line dialog box, highlight the Signer of the level you want. Go to Step 4 if you want to add the cosigners' approval process, or to Step 6 otherwise.

  4. Click Branch Icon . Cooperative/Co-Approval step has replaced Signer that you selected in the Signer box.

  5. From Cooerpative/Co-Approval, select either Cooperative or Co-Approval.

  6. Use one of the following instructions to select a person or an approval role you want. An error message will appear if you have selected duplicate persons or approval roles.

    • Click the Organization Chart tab, select a person you want from the displayed organization chart. The information about that person is displayed in the Signer Properties area below.

    • Click the Role tab, and select an approval role you want. The information about the approval role is displayed in the Signer Properties area below.

    • Click the Search tab, enter the information about the person you want to find. Select the search criterion to use in the Search Criterion box. Select desired person from the search results. The search function is not supported for approval role.

  7. Click Assign Icon to add the selected person or approval role to Signer or Co-Signer. To remove the Signer or an approval role that was specified in the Signer box or the Cooperative/Co-Approval box, select the person or the approval role to be deleted and then click Remove Icon .

  8. After you have selected all the signers you want, click OK.

Note: You can save and load your favorite approval line for the template using the buttons on the right top of Set Approval Line dialog box.

Note: You can change the archival folder for copy that administrator designated per template using the Archive for copy button on right bottom of Set Approval Line dialog box.

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