WorkBook

Send Attachments for Document Approval Using Mileage Entry or Personal Expense Conversations

Use the Mileage Entry Approval or Personal Expense Approval submodule to send attachments for document approval using mileage entry or personal expense conversations.

To use Mileage Entry Approval, you must have access to Tasks as defined in User Access Rights under Settings.

To use Personal Expense Approval, you must have access to Tasks as defined in User Access Rights under Settings.

To send attachments for document approval using a mileage entry or personal expense conversation:

  1. On the main toolbar, click Tasks .
  2. Take one of the following actions:
    • In the left pane of the Tasks page, click Approval > Mileage Entry Approval.
    • In the left pane of the Tasks page, click Approval > Personal Expense Approval.
  3. Highlight the entry or expense whose conversation you want to use to send attachments for document approval, and on the grid toolbar, click Open entry card or Details sidebar .
  4. On the side toolbar of the right pane, click Conversation or Expense conversation.
  5. Click Show the conversation options and select Send attachments for document approval.
  6. In the Select Attachments from the Conversation and Start Document Approval... dialog box, enter or select the title, deadline, access, priority model, job, task, users, and tags from the corresponding drop-down lists.
  7. Import or drag and drop the document for which you need approval into the provided field and click OK.
    WorkBook routes the document to the identified users for approval.