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Control Approve Release: simplify online document editing with pdfFiller

There’s an entire marketplace of applications that allows you to work with your documents 100% paper-free. Nevertheless, most of them are restricted in features or require users to experience the pain of multiple installations. When a straightforward online PDF editing tool is not enough but a more flexible solution is needed, save your time and process your PDF documents faster than ever with pdfFiller.

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How to Control Approve Release

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Standardize input collection. Define accountability. Remove unnecessary approval layers. Establish parallel path approvers. Invest in technology.
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.
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.
Hi Sudhir, If you want that your approval process will be automatically called only when your record is created than you must use only insert action in your trigger. Remember that this trigger will only fire when a record is created. It will not fire on update.
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.
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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