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How do I create a transfer approval rule?
How do I create a transfer approval rule?
Jaden Arlene avatar
Written by Jaden Arlene
Updated over 2 weeks ago

To create a transfer approval rule, use the following steps:

  1. Go to Transfers tab

  2. Click Transfer Rules right next to Send a Transfer

  3. Create a rule

    1. Create a name for the rule

    2. Set the minimum and maximum amount you want the rule to apply for

    3. Select the person or the group of people you want this rule to apply for

    4. Customize the rule approval workflow to your needs

      1. For example, you only need any one of the owners to approve for the transfer: Select Any of and then select Owners

      2. Or, you want specific owners to be approving transfers: Select All of, and then select the individual persons.

      3. There can be multiple steps of approval if you need, same logic as above.

  4. Hit Create rule and you're all set!

See video below to learn how to set up single or multi-step transfer rules within Vault:

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