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FOR INTERNAL ECIT USE ONLY - DO NOT SHARE WITH EXTERNAL CLIENTS, SENSITIVE DATA WITHIN ARTICLES

Set the default first approver

Where: Approval flow → Groups and settings → Default groups

  1. In the left sidebar, click Approval flow.
  2. Click Groups and settings.
  3. Select the Default groups tab.
  4. Next to Default first approver, select the group that should receive unmatched documents.
  5. Click Save.

Related: Set the final approval group · Set the bookkeeper group