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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.
Submitting a draft for approval. Submit a document draft for approval. A document draft is a private version of a document that is visible only to the user who created the draft. A document draft can be edited and saved as often as desired. When the draft is ready, the draft can be submitted for approval.
To create an approval workflow, add the Approvals — Start an approval action to any flow. After you add this action, your flow can manage the approval of documents or processes. For example, you can create document approval flows that approve invoices, work orders, or sales quotations.
To create an approval workflow, add the Approvals — Start an approval action to any flow. After you add this action, your flow can manage the approval of documents or processes. For example, you can create document approval flows that approve invoices, work orders, or sales quotations.
Identify potential requesters. Document required information needed to make approval judgment. Design the request form to capture all relevant information. Determine potential exceptions and handling procedures. Identify required approvers (individuals or groups).
The approval workflow is common business processes that require someone to sign off on the data at a certain stage. Approval workflows require multiple checks throughout the process and from a variety of different stakeholders. Most workflows require some kind of approval built into them.
A Design Analysis is a process and tool used to document important design decisions, summarizing information needed for an approving authority to understand and support the decision.
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.
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