Approval Tab

The system allows up to 9 approvers to be set up, based on role settings under "Account."

  • Approval Types:
    • No Approval: No Approvers are needed.
    • Linear: Approval moves step by step, requiring the 1st approver to approve before passing to the next. The document is only approved when the last approver approves it.
    • Parallel: Approvers can approve in any order. The document is processed only after all approvers have approved it.
Image of the Approval page with the Approval Type field and dropdown options highlighted in a red box

Note: If you exit the page or go to another page without saving, a discard modal will appear and ask for confirmation in leaving the page.

Image of the Discard Modal

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