Setting up Document Approval

Continia Document Capture features a full approval workflow that enables you to approve documents after they’ve been received, scanned, and registered. To set up document approval in a way that suits your particular organization, check out the table below for a list of relevant links:

Enable and configure Continia approval workflows, including force approval, four-eyes approval, and approval checks and validationsEnabling Purchase Approval
Configure users as approvers, including approval limits and permissionsContinia User Setup for Approvals
Set up approval user groups, enabling you to approve according to the dimensions of purchase invoice linesApproval User Groups
Set up automatic approval sharing, including Out of Office for approversSetting up Approval Sharing
Create a list of available approvers for each user to choose between when forwarding documents for approvalCreating User-Specific Lists of Approvers for Approval Forwarding
Set up email notifications for all relevant actions (approve, reject, and cancel)Email Notifications
Create and edit lists of approvers that are required for the approval of purchase documentsCreating Approval Flows
Activate and set up advanced approval, enabling you to approve document lines based on dimensions and amount limitsSetting up Advanced Approval

See also

Overview of Purchase Approval