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Summary

  • 1 min.

In this module, you learned how to:

  • Activate the approval module and set up users in Document Capture and the Continia Web Approval Portal.
  • Set up approvers in a hierarchical approval structure, in which document approval requests are escalated until an approver with the required approval limit is found.
  • Carry out and manage document approval in two different clients – Business Central and the Web Approval Portal.
  • Edit and cancel approval requests and force the approval of documents.