Approval Policies


Video Description:

Custom Approval Policies may be defined to suit the user’s workflows and quality practices. Quickly establish a library of multiple Approval practices. Apply any one practice to specific documents or activities. The application of an Approval Policy to a record allows for additional levels of signatures that must be completed before the record’s final Approval or Finalization can be applied.

Was this article helpful?
0 out of 0 found this helpful

Articles in this section

See more
2024 Client Training Schedule
See the full list of web training events scheduled for 2023. Watch completed training sessions or register for upcoming events.