In this article, we've discovered how you could easily approve one step of your checklist. Today, we'll learn how you can build a full approval sequence.

An approval sequence allows you to define in which order a step would absolutely have to be approved and by who.

Example:

You need a valid ID document to be reviewed and approved by 3 key stakeholders in a particular order :

N°1 is Sarah (Legal Manager) -> N°2 is Adnan (KYC Manager) -> N°3 is Gabriela (VP of Compliance)

Clustdoc will allow you to get this done automatically for each newly started application.

• Go to your processes and select the one that applies

• Click on the edit button next to the line item that needs an approval sequence

• Go to the Internal Management tab and add the list of approvers by clicking on the + sign

Once your application is created, each line item needing an approval sequence will require the approval of each related party to be fully approved.

Also, since there is an order regarding who needs to approve the item first, others will be notified when it's ready for their approval.

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