Create a signature/approval block

This part of the guide explains how to create a signature/approval block on documents or letters.

Step 1 - Go to page List of Signature/Approval Blocks on Documents/Letters

1. Go to the Administration module;
2. Choose the Rules/Configuration option;
3. Select the Letters/Reminders option;
4. Click the Signature/Approval Blocks on Documents/Letters menu. This action opens the List of Signature/Approval Blocks on Documents/Letters page (509:15570);

Step 2 - Create a signature/approval block

5. Click the Create button. This action opens the Signature/Approval Block on Document/Letter page (509:15571);
6. Complete the fields of the upper section;
7. Click the Save button. This action updates the page and displays the Create button in the Positions section;
8. Go to the Positions section and click the Create button. This action opens the Position popup window;
9. Fill out the required fields (identified with a red star *). For example, Position Order, Position, etc.;
10. Click the Save button. This action confirms the creation of the block and updates both the List of Signature/Approval Blocks on Documents/Letters (509:15570) and Signature/Approval Block on Document/Letter (509:15571) pages.