Automated approval flows

Configure your approval workflow based on your organization's specific needs. Define the approval hierarchy, including locations, departments, projects, and custom fields. You have the flexibility to set thresholds and policies for precise routing of documents. The system allows you to revise, reject, and send documents for re-approval, ensuring full control and compliance. Additionally, the solution maintains a revision history for audit purposes, providing a complete trail of approvals.

Utilize the powerful Workflow Builder to create trigger-based approvals. With this feature, you can define conditions that automatically trigger the approval process based on specific criteria. There are no limitations on the number of custom approval criteria you can set, allowing you to create highly tailored workflows. The system also provides smart, workflow-based notifications to keep stakeholders informed at every step of the approval process.

The Automated Approval Flow supports document-based approvals, enabling you to establish separate approval workflows for different document types such as purchase requests (PR), purchase orders (PO), receipts or expenses. Each document type can have its own unique approval scenarios. This level of customization ensures that each document follows the appropriate approval path and complies with specific business requirements. You can also include custom fields, capturing relevant information that informs the approval process.