Electronic signing and My Approval in Document management

  • Last Created On Jul 10, 2023
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Approval Settings -> Electronic signing / My Approval

1. Approval Settings

The Approval settings screen is used to create the approval process for file uploads


Add approval

Step 1: Select the Documents module -> Select Settings -> Select Approval Settings -> Select the Add function available in the screen



- Step 2: The system will display the Add Approval screen -> Proceed to enter the necessary values -> Select Save to save the operation


* Explanation:

  o   Subject field is used to enter the title

  o   The Notification recipient field is used to select the employee to receive notifications when someone requests to approve/sign a file or the file has expired for approval/signing or the file has been approved/signed (temporarily the notification sending function has not been updated, will update in the next version)

  o   The Maximum number of days to sign field is used to enter the maximum time and date to browse the requested file

  o   The Staff field is used to select the staff to review the file. * Note: When approving, the first employee selected for approval will be approved first, if it is rejected from the beginning, the second approval officer does not need to approve the request anymore.


2. Electronic signing

The My Approval screen is used to display the files that are required to be approved, the staff assigned the task of browsing will see these files.

To approve the file, proceed as follows:

- Step 1: At the File Management screen -> Select the function My Approval -> Select the File to browse




- Step 2: Select Approve function -> Select Approve to approve or select Deny to decline approval



3. My Approval

The My Approval screen is used to display the files that are required to be approved, the staff assigned the task of browsing will see these files.

To approve the file, proceed as follows:

- Step 1: At the File Management screen -> Select the function My Approval -> Select the File to browse



- Step 2: Select Approve function -> Select Approve to approve or select Deny to decline approval




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