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Approvals and automation
Approvals and automation
These articles teach you how to use Workflows to automate your company's payment approvals, categorization and general document handling.
By Frederik and 1 other
2 authors
9 articles
Documents and payments approval
How to approve or decline a document
How to appoint a default approver
Appointing temporary approvers with Away Mode
Automating with Workflows
How to use fallback workflows
How to create a workflow from an existing document
How to edit an already activated workflow
Advanced settings
Advanced setting: Require all approvals when manual appointing
Advanced settings: Live workflows
Advanced setting: 1-click approval