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:
| To | See |
|---|---|
| Enable and configure Continia approval workflows, including force approval, four-eye approval, and approval checks and validations | Enabling Purchase Approval |
| Configure users as approvers, including approval limits and permissions | Continia User Setup for Approvals |
| Set up approval user groups, enabling you to approve according to the dimensions of purchase invoice lines | Approval User Groups |
| Set up automatic approval sharing, including Out of Office for approvers | Setting up Approval Sharing |
| Create a list of available approvers for each user to choose between when forwarding documents for approval | Creating 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 documents | Creating Approval Flows |
| Activate and set up advanced approval, enabling you to approve document lines based on dimensions and amount limits | Setting up Advanced Approval |