Summary

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.