Launch Approve Document For Free

The document approval workflow proceeds as follows: An author creates a document; the document status is set to New. The author edits the document; the document status is set to Held. The author releases the document to submit it to a manager for approval; the document status is set to In approval.

Procedure In the Modules tab, tap Approvals. A list of documents appears. ... Tap the document that you want to approve or reject. The Approval Info page appears, displaying the main details of the document draft including line details. ... Tap Approve or Reject. ... Enter your remarks (optional). Tap OK.

A typical document approval workflow might look something like this: Document sent for review. Document either approved or rejected. If rejected, document returned for revision. Revised document then resubmitted for review.

What are the stages in the document approval process? Set up your project. Create review steps and invite your stakeholders. Upload your document and set a due date for feedback. Collect feedback from your stakeholders. Create and share a new version of your document. Repeat until you get approval in each review step.

From the SAP Business One Main Menu, choose Administration Approval Process Approval Status Report. The Approval Status Report ? Selection Criteria window appears. To filter the report, select the required document status.

Approval Document means any contract, license, permit, certificate, or other authority to conduct a trade, profession, or business.

To set up an approval procedure, you first activate approval procedures in the General Settings, then define approval stages and create approval templates. To create a multi-level approval procedure, combine multiple predefined stages in the approval template.

Namely, the review process comes right after each iteration of a project and implies quality control. On the other hand, the approval process comes at the end of the project when management and key stakeholders confirm that all project deliverables meet expectations and are ready to be published.