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Configure approval templates

Legacy ZIXEL documentation. Screens and plan limits may differ from the current zCAD Beta. View current 3D CAD help.

1. Organization administrators can configure templates under Organization management > Approval center.

Account menu: organization managementOrganization management: approval center

2. Get an approval template

Approval center: get a templateApproval center: template list

3. Edit an approval template

  1. Edit basic information

    Template list: edit a templateApproval template: basic information

  2. Edit the approval workflow

    Approval template: edit the workflowApproval workflow: set copy recipients

  3. Publish

    Approval center: publish a workflow template

4. Disable or delete a template

Template list: disable or delete a template