Send Attachments for Document Approval Using Creditor Invoice Conversations

Use the Creditor Invoice Approval submodule to send attachments for document approval using creditor invoice conversations.

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

To send attachments for document approval using a creditor invoice conversation:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks page, click Approval > Creditor Invoice Approval.
3. Highlight the creditor invoice of the conversation that you want to use to send attachments for document approval.
4. in the left pane of the bottom grid, click Invoice 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 in the provided field and click OK.
   WorkBook routes the document to the identified users for approval.