Start Workflows How to create an approval process?

How to create an approval process?

Step 1: Go to “Workflows” and “Document approval”.


Step 2: Assign a name for your workflow.

Step 3: Select the document types for which you want to set up your process.

Step 4: Select your workflow. You can choose between predefined workflows or configure an individual process using the expert mode.

Step 5: Assign employees to the respective process steps.

Step 6: Determine the conditions under which your workflow should be applied to documents and select your export target.