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Self Approval workflow

Self Approval workflow

Owned by Aditi Saklani
Last updated: Mar 26, 2020

Step-by-step Instructions:

  1. Click on the Documents icon.
  2. Click on the Document Management menu item.
  3. Click on the Manage Documents menu item.

    4. Select the My Pending Uploads view from All Documents dropdown.

    5. Click on the Add Details link.

6. Select the Self Approval Workflow from WorkFlow Options dropdown.

7. After selecting the WorkFlow, complete the remaining details and click on the Save button.

    Modified  Self Approval workflow does not require the document to go through the approval process. The document is directly moved to Approved status i.e. Release step (in case of Manual) or Final Status  (in case of Automatic).


v20.1

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