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Approval Groups

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Approval Groups

Adding Agents to Approval Groups

In the ‘Sign By' field area, agents and crew member must be added in accordance to the production’s agent approval group format (selected under the ‘Approval Group’ header)

 

The ‘General’ section is where information about the recipients of the form pack, i.e. crew members, is entered.

An contact details pop box will open when an approver (agent) is added using the '+' symbol.

 

image-20240304-060338.png

 

 Signature Position and Signing Order:

  • For example;

    • Agent( with signature required) : signature position (app) 5, signing order 2

      • The recipient crew member’s sequence numbers must then also be adjusted:

    • Crew member with agent: signature position (app) 1, signing order (seq) 3

image-20240221-053542.png

 

  • Please note: Agent (no signature) - signature position 5, signing order 1