Send Attachments for Document Approval through Debtor Conversations

Use the Debtor conversation tab under the Debtor list submodule to send an attachment for document approval through conversations with selected debtors.

To use the Debtor List submodule, you must have access to Finance & Administration as defined in the User Access Rights submodule under Settings.

To send attachments for document approval through a debtor conversation:

1. On the main toolbar, click Finance & Administration .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Finance & Administration screen to select the company for which you want to send attachments for document approval through debtor conversations.
3. In the left pane of the Finance & Administration screen, click Debtors > Debtor list.
4. Click the List tab and highlight the debtor with the conversation that you want to upload attachments to for document approval.
5. Click the Debtor conversation tab.
6. Click Show the conversation options and select Send attachments for document approval.
7. 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.
8. Import or drag and drop the document you need approval for in the provided field.
9. Click OK.
   WorkBook routes the document to the identified users for approval.