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Chart Approve Release: simplify online document editing with pdfFiller

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What our customers say about pdfFiller

See for yourself by reading reviews on the most popular resources:

Rex H

2017-01-09

A little overwhelming at first. Trying to send to a client to fill out a form but it seems a little difficult. A webinar would be nice. I am going through the FAQ with some success.

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Mary W

2018-09-26

It was a little tough figuring it out at first, but it seems to be doing exactly what I want it to do. In the sending and returning process, I think it could be done with perhaps fewer steps

4

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For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

How do you create an approval process?

Setup → Create → Workflow and Approval → Approval Process. Select object for the approval process to be written. Click on Create New Approval Process. Select Standard Setup Wizard from drop-down. Enter the Process name, Unique Name and description for your process.

What is approval process?

An approval process is the method an organization uses to approve anything from documents, invoices, budgets, and purchase orders, to a new process that a company wants to institute. As a result, many organizations have transitioned to automated approval processes and workflows.

What are two final approval actions in an approval process?

Introduction. The last steps in your discount approval process are creating final approval actions and final rejection actions. Final approval actions occur when all required approvals are obtained. Final rejection actions occur when an approver rejects the request, and it moves to the final rejection state.

What is recall in approval process?

Recall Actions. A recall action occurs when a submitted approval request is recalled. By default, the record is unlocked. Record Locking. Record locking prevents users from editing a record, regardless of field-level security or sharing settings.

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