1. Login into your OFX account.

2. Select Approvals tab, from the sidebar menu 

3. Select Policies from the dropdown menu

4. Click on + Create Policy and complete the form

5. Enter a Policy name (Optional) 
   

   

    

6. Select which event you want to trigger this Policy
   

   

    

7. Apply any specific conditions you may want to apply to this workflow (Optional)
   

   

    

8. Click on Add a step to require approval for this policy or set of conditions
   
   This is where you assign the user who needs to approve
   

   

    

9. Apply the approval stages to the policy, Stage is complete when...
   
   Options
    - You can add as many users as you want as approvers to the stage
   - You can decide if you need all the approvers on the stage to approve or just some of them. 
   

   

    

10. Click Save and you're done!

What is an approval stage?

If you create multiple stages to your approval workflow, the approvers in the first stage will be notified via email as soon as an item moves into "Needs approval" status. The approvers in the later stages will only be notified once the previous stages have been completed. The approvers in the later stages can approve at any time, but the item will only move forward once the requirements of a stage are complete.

You should now see your new approval policy, which will apply to any items that move into (or already were in) the "Needs approval" status.