An approver is a user or group member who must approve the disposition action set for a path before that action can occur.
When the retention period ends, the system sends an approval request notification email to an approver. This notification contains a link to an approval request task. To approve the disposition action, the approver simply completes the approval request task assigned to the set of documents or records that are ready for approval. An approver can view the documents or records before approving them. In addition to assigning approvers, you can also provide instructions. These instructions appear in the email notification and in the approval request task pane.
Use approval levels to assign a series of approvals that are sequential. Suppose your policy has three approval levels. The system generates an individual approval request task for each user or group member you assign to a level in the series. An approval series starts with Level 1. When all users or group members complete the approval request tasks for Level 1, a new approval request task is created for the approvers on Level 2. When the Level 2 approval request task is approved, the system creates a new approval request task for the Level 3 approvers, and so on. You can assign the same users or group to multiple levels. The disposition action cannot occur until all levels of approval are complete.