# Create an approval template > Define a conditional, multi-stage approval template for a document type — document type, amount or discount condition, approver role, decision rule and escalation. URL: https://erpdocs.corexlogic.com/en/ayarlar/islemler/onay-sablonu-olusturma - **Type:** Task - **Module:** Administration - **Menu path:** Yönetim › Onay Süreci › Onay Şablonları (Administration › Approval Process › Approval Templates) - **Screen route:** `/erp/approvals/templates` - **Required permission:** `erp-approval-templates.create` - **Prerequisites:** - The approving roles or users hold the document type's approval permission (e.g. erp-sales-quotations.approve for Sales Quotation). - If an amount condition is used, the currency is one of the installation's currencies. An approval template states under which condition a document type goes through which approvers. The template applies to documents submitted for approval after it is saved; approval rounds running at that moment are not affected. ## Steps 1. Open the **Yönetim › Onay Süreci › Onay Şablonları** (Administration › Approval Process › Approval Templates) screen and click **Yeni Şablon** (New Template). If you are creating a template for a single document type, **Şablon Ekle** (Add Template) on that type's card works too. ![Approval Templates — coverage cards and template table](https://erpdocs.corexlogic.com/en/en/img/screens/ayarlar/onay-sablonlari.png) 1. New Template 2. Document type card — does the type go through approval 3. Condition — amount range / discount threshold 4. Stages are asked in order 5. Active / Inactive 2. Select the **Belge Türü** (Document Type). The selection determines the condition options and approver lists; it cannot be changed after saving. 3. Enter the **Şablon Adı** (Template Name). 4. In the **Hangi belgeler** (Which documents) section, set the condition. For a quotation, check **Yalnız iskontosu belirli bir oranı aşan belgeler** (Only documents whose discount exceeds a given rate) and enter the **İskonto eşiği (%)** (Discount threshold, %). For an amount condition, select **Genel toplam aralıktaysa** (If the grand total is within a range) and enter the **Para Birimi** (Currency) and the lower/upper limit (empty upper limit = and above). 5. Name stage 1; in **Kim onaylar** (Who approves), select the role with **Bir rol** (A role) (or the people with **Belirli kişiler** (Specific people)). The **Karar kuralı** (Decision rule) defaults to '1 onay gerekli, 1 ret belgeyi reddeder' (1 approval required, 1 rejection rejects the document). 6. If you want the stage to escalate when left unanswered, enter the hours and the higher approver role in the **Cevapsız kalırsa** (If unanswered) row. 7. For a second signature, click **Aşama Ekle** (Add Stage) and fill in the same fields. You can change the order of the stages with the arrows. 8. Read the **Özet** (Summary) sentence and the **Akış** (Flow) on the right, then click **Oluştur** (Create). ![New Approval Template — condition, stages, summary and flow](https://erpdocs.corexlogic.com/en/en/img/screens/ayarlar/onay-sablonu-yeni.png) 1. Document Type — fixed after creation 2. Condition — discount threshold 3. Stage 1 — role or named users, decision rule 4. If unanswered — hours and escalation role 5. Add Stage (max 10) 6. Summary — the rule as a sentence 7. Flow preview **Result:** The template is saved as active and appears in the table; the document type's card reads 'N etkin şablon — onaydan geçer' (N active templates — goes through approval). The submit button of documents matching the condition is now **Onaya Gönder** (Submit for Approval). ## What you need to know - A role without the approval permission is marked "— onay izni yok" (— no approval permission) in the list; if selected, the template is not saved. The people list shows only those who hold the approval permission. - The amount condition has **no currency conversion**: the template applies only to documents in the selected currency. An amount equal to the limits also matches the template. - If several active templates match the same document, the stages of all of them are added to the round in sequence (from the smallest lower limit to the largest). - To pause a template temporarily, edit it and turn off the **Etkin** (Active) switch; deleting does not affect past rounds either. - The person who submits the document for approval cannot approve it. Do not set up a stage whose only approver is the sender. ## Related - [Approvals](https://erpdocs.corexlogic.com/en/ayarlar/onaylar) - [Approval flow process](https://erpdocs.corexlogic.com/en/surecler/onay-akisi)