Completed Approval Processes
  • 28 Jan 2025
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Completed Approval Processes

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Article summary

Completed Approval Processes   

Completed E-Approval Process

When an Approvals Process has been fully completed, the dashboard will look similar to this:

Completed Approval Dashboard showcasing the validation message and the auto attach button location.

A completed approval process can now only be viewed, however an additional button, Completed Files, is available within the Approval Process.

By clicking Completed Files, a pop-up window appears showing the fully approved version of each file associated with the approval process.

Click the Auto Attach button to attach the completed file back to the associated record.

Each of these files can be downloaded by the File's Final Version name or directly auto-attached to the primary record by clicking Auto Attach.

 

 

 

 


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