+ This Module Helps Approve or Reject Various + Documents. +
++ Go to Document Approval --> + Configuration --> + Approval Team +
++ Approval Form View. Click on the + 'Send for + Approval' Button for Approval + Request. +
++ After sending the approval + request using the + 'Button' method, clicking on the + 'Approve' + button triggers a wizard to add + a + description for the approval. + Upon adding + the description, + clicking the 'Approve' button + finalizes the + approval process. +
++ We can Configure A team for + step-wise + approval. +
++ We can create an Approval And + check the work + flow. +
++ If the Team Lead Approves the + request, it + Will directly go to Approved + Stage. +
++ Team members will be assigned + approval + requests based on the structured + sequence of + steps +
++ We can choose the type approval + to signature +
++ After sending the approval + request using the + 'Signature' method, clicking on + the + 'Approve' + button prompts a wizard to input + a + description and add a signature + for the + approval. Once + the description and signature + are provided, + clicking the 'Approve' button + completes the + approval process.
++ After confirming the approval + the state is + changed to the 'Approved'.
++ We can add the + Description/Reason for the + Approval Rejection.
++ Approve or + Reject Various Documents.
++ Set Different + Team for Approvals.
++ Set Various + Steps for Approving.
++ Signature Approval..
++ The module support Community and + Enterprise
++ The Approval Module + allows users to + manage the approval + process for various + documents and + workflows + efficiently. + It provides + customizable steps + and team assignments + to ensure + streamlined + operations and + compliance. +
++ Yes, the module + allows full + customization of + approval steps. + Administrators can + define the number + and order of steps + required for + approving a document + or workflow. +
++ Absolutely. The + module supports + assigning different + teams for specific + approval processes, + ensuring the right + team is notified and + involved. +
++ Yes, it includes + digital signature + approval + functionality, + allowing users to + sign and approve + documents securely. +
++ Create a Document Approval Team +
++ Create Document Approval +
+