Product Description #
The Approval Plugin (20025) is a tool that’s often used in document management systems. It allows users to approve or reject documents based on their content and relevance. This plugin can be very useful in many situations, such as when a team is working on a project and needs to ensure that all documents are reviewed and approved before they are finalized.
Here’s how it typically works:
- A document is uploaded into the system.
- The Approval Plugin sends a notification to the designated approver(s).
- The approver(s) review the document.
- If the document meets all the necessary criteria, the approver(s) can approve it. If not, they can reject it.
- The system then updates the status of the document based on the decision.
This process helps maintain quality control and ensures that only approved documents are used in the workflow. It also provides a clear record of who approved or rejected a document, which can be helpful for accountability and tracking purposes.
Objective #
- To manage user-based documents and facilitate the approval or rejection of these documents that need to go through a structured review and approval process
- To help streamline and standardize your approval processes, reducing manual intervention and potential errors
- To enhance transparency. It provides a clear record of who approved what and when making it easier to audit and review processes.
Interface #
Our approval plugin includes several interfaces. These interfaces are designed to help users navigate and use the plugin more effectively.
Each interface has its unique features and functions, but they all work together to make the approval process as smooth as possible.
Involved Document #
The Approval Plugin is designed to work seamlessly with a wide range of document types. This includes :
- Sales: Quotations, Sales Orders, Delivery Orders, Invoices, Credit Notes, Debit Notes
- Purchase: Purchase Requests, Request Quotations, Purchase Orders, Goods Received Notes, Purchase Invoices, Cash Purchase
- A/P: AP Invoice Entry, AP Payments
- G/L: Cash Books, Journal Entry
By encompassing all these documents, the plugin ensures a consistent approval process across your entire business operation, enhancing efficiency and maintaining quality control.
Credit By : Webstation
