No more missed approvals OR manually adding documents to workflows!
With our new configurations, you can -
1. Enable Auto-Add:
Automatically add new documents (Invoices, Quotations, Proforma, Purchases/Expenditures, POs) into approval workflows as soon as they are created. 2. Set Default Configurations:
For each document type, you can select:- The specific workflowto use
- The starting stagefor the document (e.g., New, Pending Review)
- The team member or assigneeresponsible for the first action
3. Get Automated Notifications:
As soon as a new document gets added to a workflow, the assignee will get both email and in-app notifications, ensuring nothing falls through the cracks!
Learn more about Automated Approval Workflows on Refrens: