Can a user preset up a team for review or approval workflows in PromoMats? So, can a user preset review or approval teams for different types of documents and not need to do so manually every time a document is submitted?
In PromoMats, a user creates a document and sends it for review or approval. The user may send the same type of documents to the same reviewers or approvers over time.
A user cannot preset the review or approval team for a document type.
In Vault, a user sends a document for review or approval. Vault lists the Review or Approval option from the dropdown list to chose for the same workflow in the latest document of the same type. If a user assigns a task to more than one reviewer or approver, Vault lists the reviewers or approvers in the same sequence from the top down on the dropdown list as was done the last time in the same type document.
Vault Help Documentation: Managing Active Document Workflows
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