Safeguard Approve Document
Note: Integration described on this webpage may temporarily not be available.
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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.
How do I approve a PDF?
Open the PDF attachment in the approval invitation email message. Note: Select a stamp from the Stamps palette (Tools > Stamp > Stamps palette). (To view all stamps, scroll or drag a corner to resize the window.) Click the document to apply your approval stamp. Note: Do one of the following: Save the PDF.
What is an 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.
How do you create an approval process?
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).
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.
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