Set up basic approval flows
- 1 h. 10 min.
- Module
- 11 Units
- Document Capture
Are you eager to ensure that documents from Document Capture are properly approved before posting them? Learn how to set up and streamline your document approval flows and navigate through your daily approvals, and find out how to manage approval sharing and assign different privileges to different users.
Learning objectives
By the end of this module, you will know:
- Activate approvals
- Set up user approval
- Configure templates for approval
- Use different approval clients (Business Central and the Continia Web Approval Portal)
- Use approval sharing
- Explain what approval administration covers
Prerequisites
- Basic knowledge of how to use and navigate in Business Central
Note: To follow along on your own device, you can create a demo environment from PartnerZone for which a user ID and password are required.
Introduction
1 min.
Set up approval users
10 min.
Set up approval flows
9 min.
Set up approval sharing
12 min.
Check your knowledge
3 min.
Summary
1 min.