Adding a new approval

You can add additional approvers to approve a draw request on the Approvals tab.

Note: Ensure that full access permission is provided to:

• Deal Workflow Management

• Draw Workflow Management

To add a new approval, perform the following steps.

1.

At the top-left of the page, click Portfolio.

2.

On the Portfolio page, click View or Deal ID for the deal for which you want to add the approvers.

3.

On the left navigation menu, click Draw Management.

4.

Click the Approvals tab and click + New Approval.

A confirmation dialog box is displayed.

5.

In the Approver field, select the required approver.

Note: If the approver is not in the list of approvers, ensure the approvers has required permissions.

6.

Click New Approval.

The Approvals tab is displayed with the new approval request.