How can I add default IPOP Approvers

  • Published on Jan 31, 2024
  • 1 minute(s) read
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IPOP document Approvers can be added manually, can come from the DDP, as well as be set up as the Default for IPOPs (and other Client Documents).

  • To set up the default approvers for the DDP Client Document, the approvers are first set up for the organizational Division.

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  • If you don’t plan to use the approvers from the DDP, you can setup the default approvers for the IPOP Client Document type in the Configuration Reference Libraries:

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* These approvers can be accounts, organizations, and/or teams:

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  • When you open up your IPOP document, you will see the default approvers that were set up for the IPOP client document type:

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  • You can either choose them, or you can add additional approvers manually by clicking on the ‘+’ or ‘++’… or you can add approvers from the DDP.

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  • Click ‘Add from DDP’ to do that and the approvers from the DDP will be displayed…choose the ones you want to add:

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  • The selected approvers will display in the IPOP list of approvers along with the others:

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