I. Add/modify an approval template

1. Admins add an approval template in the Admin Console

• In the Admin Console, choose “App Management” -> “Approvals”, click “Add Template”, and then add a custom template, add a recommended template, or copy from existing templates.
  
• In the Admin Console, choose “App Management” -> “Approvals”, click an existing template to enter its details page for configuring it.
  

2. Admins or members add an approval template in the WeCom app

For admins, log in to the WeCom app and click “Workspace” -> “Approvals” -> “Management” -> “Document Template Management” to add a template, or click an existing template to edit it.
For members with permission to create approval templates, log in to the WeCom app and tap “Workspace” -> “Approvals” -> “Management” -> “Document Template Management” to create a template, or tap an existing template created independently to edit it.

II. Notify members to use a template

After adding or configuring a template, you can enable/disable “Notify Members” in rule settings for the template. If it is enabled, allowed members will be reminded that a new approval template is available once it is published.

Note: It is enabled by default when a template is created and disabled by default when a template is edited. No notification will be sent when a template is deleted.