Manage Approval Reasons

When users review and approve documents, they can be prompted to select a purpose for their approval such For Review, For Approval, or For Construction. A configurable disclaimer message can be shown for the user to accept. The approval reason can be a part of their electronic signature that is stored with the document and can be part of a watermark applied to the document as described in Configure Signature Watermarks. You may configure up to 20 different approval reasons for different purposes.

1. On the Meridian Portal Landing page, in the navigation bar, click the Account Settings icon . The Account Settings page appears.
2. In the menu, expand Rendering and then click Watermarks. The Watermarks page appears and shows the current watermark settings.
3. In the header, click Approval Reasons. The current list of approval reasons and disclaimer message appear.
4. To add an issue reason:
   1. Click Add Reason. An empty row appears at the bottom of the list.
   2. Type a name in the Label column and then click Save.

   To edit an issue reason:

   1. Click Edit in the row of the approval reason. The label becomes editable.
   2. Type a name in the Label column and then click Save.

   To delete an approval reason:

   1. Click Remove Approval Reason . A confirmation dialog appears.
   2. Click Remove. The approval reason disappears from the list.

1. Click Edit next to the message text. The text becomes editable.
2. Edit the text as necessary and then click Save.