Why Use This Page?
Centralises all approval activity in one place
Makes it easy to track outstanding actions
Improves visibility of customer and internal approvals
Helps ensure nothing is missed
Step-by-Step Guide
1. Navigate to the Document Approval Index Page
Go to Activities in the main navigation menu
Select Document Approvals
2. Understand the Page Layout
On the index page, you will see a list of documents that:
Are awaiting approval
Have been sent for approval
Each entry typically includes key details such as:
Document name or reference
Customer or project
Approval status
Date sent or updated
3. Use Filters to Track Approvals
Use the available filters to quickly find specific documents:
Status filters
Pending
Signed
Rejected
Cancelled
Approval type filters
The origin where the document came from eg order, purchase orders etc
Date range
These filters help you focus on actions that require attention.
4. Identify Documents Requiring Action
Look for documents with statuses like:
Pending
Rejected
These indicate items that may need follow-up
5. Open a Document for More Details
Click on the 3 dots to view and resend the document.