Sending approval requests
When you've configured users to approve documents, you can start sending documents for approval manually or automatically – depending on how much control you need over the approval workflow.
For more information, see the Continia Learn unit on approval requests (Continia Learn).
Note
When you enable the approval workflows in Document Capture Setup / Purchase Approval, the approval of registered documents becomes mandatory.
To manually send an approval request
If you want full control of the approval workflow, or if you don't know who should approve a document upon its registration, send an approval request manually.
- Search (:magnifying-glass:) for and select Purchase Invoices.
- Click the No. of a registered document to open it.
- On the General FastTab, ensure the Purchaser Code is set to the correct approver.
- On the action bar, click Request Approval > Send Approval Request.
On the General FastTab, the Approval by field shows the approver or chain of approvers assigned.
To automatically send an approval request
If you want to automatically send documents for approval upon their registration, configure the Invoice Reg. Step 2 field in the related vendor template accordingly. To automatically send all documents within a specific document category for approval, apply this same principle to a master template.
- Search (:magnifying-glass:) for and select Document Categories.
- Select the desired document category (e.g.: PURCHASE) and, on the action bar, click Edit.
- On the Templates FastTab, select the desired template and, on the action bar, click Edit.
- On the Purchase Documents FastTab, set Invoice Reg. Step 2 to Submit for Approval.