Create a first-approval rule from a document

Where: Approval → the overview → open a document

1. Open the document you want to create a routing rule for.
2. Click the menu icon (⋮) at the top-right of the document area.
3. Select Change first approval.
4. In the dialog that opens, the document’s existing properties are pre-filled as the trigger. Adjust the trigger type and value if needed.
5. Select the destination group.
6. Click Save.

The rule is saved to Approval flow → First Approver and applies to all matching documents from that point on.

Related: Create a first-approval rule · How first-approval routing works