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- Create Workflow - to define the workflow
- Setup the Approval Steps for the workflow - to define what status and actions to be involved
- Setup the Approval Actors for the workflow - to define who will take the action on the specific status and who will receive the email notification it triggered by the action
- User Setup - setup the email address for the user if the user is recipient who will receive the notification email according to the workflow as well as the e-signature for the user (if any), General Manager (GM). Please see the document User - User Setup for details.
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