Only System Administrators can change the role that is required to sign off documents.
To do this, follow the steps below:
Go to the menu icon on the top left hand side of your screen.
Expand the Configuration Menu and scroll down to click on Templates.
Find the document template you with to amend, and press the pencil icon on the right hand side.
You will see a panel on the bottom right of the screen titled Document Sign Off Roles. This is where you select who is required to sign off this type of document using the tick boxes.
You can also enter delegation amounts for progress claims and/or invoices. Once you have selected the sign off roles, enter a $ value in the "greater than" and/or "less than" fields.
Keep in mind that these values are not inclusive. For example, if the Signoff threshold says "Above $50,000", the value of the claim would need to be $50,000.01 to meet that condition
When you are done, press the green save button.
Keep in mind:
The signatory is defined at the role level. You cannot specify a particular person to sign off a type of document. Any changes to the template will apply to all projects and every document that is subsequently created with that template.
Any changes to a template will NOT affect any existing documents. The changes will only apply to new documents created after the changes were made.
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