Review and approve or reject a matter template that is assigned to a user group of which you are a member. An approved matter template is published and is available for use when promoting legal requests to legal matters.

Antes de Iniciar

Role required: approver_user

Procedimento

1. Navigate to All > Self-Service > My Approvals.
2. Open a matter template for review that has a state of Requested.
3. In the Summary of Item being approved section, review the matter template details.
4. Approve or reject the matter template.
   • To approve the matter template for publication, click Approve.

     The state of the approval request updates to Approved.

   • To reject the matter template, click Reject.

     The state of the approval request updates to Rejected.

Resultado

• If you approve, the matter template is published. The state of the matter template record updates to Published.
• If you reject, the matter template state updates to Draft. The user who created the matter template can work on the template again to complete the required information and resubmit for approval.