Usage
Day-to-day work in the Approvals Web.
- The approvals list — overview of requests, search, sorting and columns.
- Approving and rejecting — single documents and bulk handling.
- Invoice overview — header, amounts and dimensions.
- Invoice lines — lines, line approvals and edits.
- Comments — writing and reading comments.
- Attachments — viewing PDFs and images.
- Delegating — forwarding an approval to another user.
- Posted documents — looking up posted invoices.
- Using a phone — the mobile interface.