Set up basic approval flows
- 38 min.
- Módulo
- 11 Unidades
- 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.
Objetivos de aprendizaje
By the end of this module, you'll be able to:
- Activate the approvals module.
- Set up user approval.
- Configure document templates for approval.
- Perform approvals in Business Central and the Continia Web Approval Portal.
- Set up approval sharing.
- Explain the function of approval administration.
Requisitos previos
- 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
4 min.
Set up approval flows
5 min.
Set up approval sharing
5 min.
Check your knowledge
2 min.
Summary
1 min.