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How to Manually Force a Document to the Next Stage of the Approval process
How to Manually Force a Document to the Next Stage of the Approval process

Pushing a document to the next stage in an approval

Kelly Dixon avatar
Written by Kelly Dixon
Updated over a week ago

If you have a review in an approval process that is stuck in a stage (likely due to an approver being on leave or out of the office), users with Client Admin permissions can push the review through to the next stage.

Client Admins can still approve (or reject) a document if they are a nominated approver on the document.

If the Client Admin is NOT a nominated approver (or if they are, but already provided feedback), they will see the Approval button now says "Move to Next Stage".

Clicking on "Move to Next Stage" will open a modal that will indicate they are about to close the stage they are in and allows them to leave a comment (see screenshot below)

Note: If there are multiple stages to push the document through, the Client Admin may have to do this multiple times to close out the process.

When would I need to do this?
A Client Admin may need to move an approval to the next stage if the assigned approver is out on leave and unavailable to complete their review.
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*If you know an approver will be out on leave in advance, please contact Red Marker and we can update your workflow to account for this temporary change.

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