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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.
Frederik Riis avatarMads avatar
By Frederik and 1 other2 authors9 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
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