Getting to the route editor

You can change, add or delete the people on your approval route. This can be done on the route editor page.

Note: To link a Centralized Approver List on a step, follow these instructions found here.

1. Log in to your account
2. On the Active Forms page, click on a form to go to the submissions page. 
3. Click on the Approval Route button on the left side panel. 
4. Click on a step to see the list of approvers
   
5. Click on Edit next to the "Approvers" section header. That will take you to the route editor.
   
6. You can see a list of approvers for each step. Click on a title or email to change it. 
7. You can also search for an approver by entering the title or email in the search bar.
   

Changing an approver's email

1. Click on an email in the route editor (see above). A box will appear:
2. Change the approver's email address in the box.
3. Click the Save button.

Any forms waiting on the old approver will be transferred to the new approver. If the new approver does not have an account, or if they do have an account and their approver email notifications are enabled, they will receive email(s) notifying them that they need to approve each of the form(s) now waiting on them. Approvers with accounts can always log in and approve forms waiting on them from their account inbox.

Adding an additional approver

1. Click the Add Approver button to add an additional approver on that step.
   Note: to replace an old approver with a new approver, please use the instructions in the section above.
   
2. Type in the additional approver's name, title or site/department and their email.
3. Click the Save button.