Overview of Purchase Approval
Continia Document Capture features a full approval workflow that enables you to approve documents after they’ve been received, scanned, and registered. This covers three overall methods of approval, multiple additional approval features and options, and two different approval clients, all to ensure that you get the flexibility you need to decide what's right for your particular organization.
For an overview of the various aspects of Document Capture purchase approval, check out the table below:
| To | See |
|---|---|
| Learn about standard purchase approval and how to apply it to a purchase document | Standard Purchase Approval |
| Assign an approval flow (a list of approvers) to a purchase document as an alternative to standard purchase approval | Using Approval Flows |
| Get an overview of the various approval clients and methods (the Continia Web Approval Portal and Microsoft Dynamics NAV/Business Central) | Different Approval Clients |
| Perform any approval-related action using the dedicated Purchase Approval Entries page | Purchase Approval Entries |
| Approve documents using the Continia Web Approval Portal | Continia Web Approval Portal |
| Delete or edit approval requests, including adding and changing approvers | Editing Approval Requests |
| Understand how and when to use approval sharing | Approval Sharing |
| Learn about four-eye approval and the two overall methods of approver identification (manual or automatic) | Four-Eye Approval |
| Apply force approval in cases where you need to override the usual approval flow | Force Approval |
| Understand the ins and outs of advanced approval, covering the approval of document lines based on dimensions and amount limits | Advanced Approval |