• Roles
  • About roles
  • Add a role
  • Add a role set
  • Assign a role set to a document
  • Define role dependencies
  • Reverse a sign off
  • Sign off a document

Define role dependencies

You can define dependencies between roles to strictly control the sign off order for all documents using the role set.

Role dependencies cannot be cyclic between roles. For example, you cannot simultaneously require that Role A signs off before Role D, and Role D signs off before Role A. If a cyclic dependency occurs, a warning displays informing you that you must redefine the dependency.

To define a role dependency:

1. On the ribbon, click Tools | Options.
2. Click the Roles tab.
3. For the role where you want to define a dependency, select the Requires drop-down menu.
4. Select the role that must sign off first before this role can sign off a document. If you select N/A, the role can sign off at any time. Click OK.

The role dependency is defined.