Document Approval

Document Approval Menu.

Approval Team Menu

Set the Approval team.

Approval Form View. Click on the 'Send for Approval' Button for Approval Request.

Button Approval.

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.

Approval Request Status.

Step Wise Approval

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.

Signature Approval.

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'.

Reject the Approval Request.

We can add the Description/Reason for the Approval Rejection.

Rejected Approval Request.

Document Signature Approval Description.

Document Approval Description.

Document Reject Description.