If workflow for documents has been enabled, users who are the approvers, will have to approve the documents.
Usually the documents have exceeded credit limit or greater than a specific amount.
For approval senders, they will request approval by "Send Approval Request"
Follow below steps to approve the documents:
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1, For the approvers, apart from receiving email for the approval notification, they can also check the approval entries by different ways: (1) Look at Approvals part at the home page Inside the page, approvers can directly approve / reject the entry without clicking into the document. *This page will only show the entries which is pending for approval. If they want to read the document, click "Open Record" for details. |
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(2) Search "Approval Entries" *This page will include all entries, including "Open" / "Canceled" / "Rejected". Approvers can have a overview for all the approval entry records. If they would like to read the document, click "Record". |
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(3) Approve / Reject the document inside the records. (As step 1 & 2, after clicking "Open Record" / "Record") |
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