In this article, you'll learn how to:
Creating an approval path
You can create approval paths in Settings (1) -> Approval paths (2) by clicking on the add button (3)
Set the details of this path:
Name - mandatory field, used for the orientation of administrators.
Approvers:
Approval path can have one or more approvers at one or more levels.
Multi-level approval - If multiple users or teams are to approve a document in a sequence, add another level with the + button. The document will then be subsequently approved in the order you defined.
Multiple approvers at one level
Use parallel approval when multiple users have to agree on a document, but their order is not important. However, the document must be approved by all users.
Approving in a Team
When using a Team in approval path, the Team can have multiple members. When approving, it does not matter which Team member will approve the document. The document needs to be approved only once per Team. This is especially usefull, when you need to substitute a person for approving.
Additional cards:
Access:
All approvers get access to the document if they have at least - Access to own documents set in the Document access settings for the given Document type.
If, by assigning an approval path, additional individuals or Team members who are not approvers are to be granted access, add them in the Access section.
Storage:
If you want to approve documents uploaded to the Storage, use the Storage tab to set the folder in which the documents will be approved.
Automated Assignment - the recommended option
Setting rules and conditions under which approval paths will be automatically assigned to documents.
You can learn how to automate approval paths in our article Setting up approval automation.
Manual assigning
For individual documents, you select and add the approval path manually.
Two ways to to add an approval path:
1) From documents overview using the three dots at the end of the line:
Choose the desired documents
Click on the three dots
Set approval path
A list of approvers is displayed, to which you can add more approvers if necessary.
Set
2) From a document detail:
Approval Path section
Click on + Set approval path
A new window will open - Select approval path - as in the previous procedure, you have the option to add additional approvers.
Set
Bulk assignment of an approval path:
Via the down arrow after selecting multiple invoices:
Click the down arrow
Set approval path
A new window will open - Select an approval path for the selected items.
Set
If you haven't found what you were looking for, feel free to contact us via the chat bubble in wflow.com on the bottom right. 🤝