Documents that have an assigned Approval Path and are waiting to be approved by you, can be found here:
Click on My tasks → For Approval in the left menu (1)
Click on Documents → All approvals in the left menu (2)
Here you will find an overview of all documents that are subject to approval process. The Administrator, Approval Manager, or a user in the approval path can see the status and stage of document approval here.
You can approve the document in the My approvals column.
Click on Approve or you can use Reject or Return.
Approve - the document is valid, can be sent to the accounting system or moved to the next level of approval or stage in wflow.
Reject - stops the approval process, a comment must always be included with the reason for rejection e.g. the invoice is not for your company.
Return - returns the document to the beginning of the approval process. A comment must always be entered with the reason e.g. incorrect invoice details.
Return to previous level - returns the document to the previous approver, e.g. to fill in missing information about the document.
The same approval options are available in the menu after the document is marked. In this way, you can also mark multiple documents at once and perform a bulk action.
IIf 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. 🤝