ccMonet Help Center
Approvals

Add approvers to an in-flight approval

Bring an extra approver into an approval that's already under review, without replacing the existing ones.

Sometimes a document under review needs another set of eyes — a manager's sign-off, a colleague who knows the vendor. Add Approver inserts an additional approver into the current step without removing anyone who's already there.

Before you start
  • The document is Under Review.

Add an approver

Open the document's actions

From the Approval inbox, open the document (or its More menu) and choose Add Approver.

Pick who to add

Select an approver from your organization's members.

Add a note and confirm

Optionally add a note, then Confirm. The document now waits on the added approver as well.

The add-approver panel with a member picker
Adding another approver to an approval already under review.

How the extra approver counts

Whether the added approver must approve, or only may, depends on how the step is configured:

  • On a Joint approval step, everyone assigned — including the person you just added — must approve before the document moves on.
  • On an Alternative approval step, any one assigned approver is enough.

These step types are set when an owner builds the flow — see Set up an approval workflow for a module.

To add an approver to many documents at once, use the batch tools in Batch-approve multiple documents.