You will be able to imply any folder with the workflow automation approval. As and when the file is uploaded to the respective folder, the approval workflow will get started automatically with this configuration.
If you would like to imply an automated approach of the workflow to your folder, then you need to follow the below-mentioned steps:
- Select a folder. After this, you need to go to the settings icon and select Approval available in the list view or if you are in the right folder already, you need to go to the toolbar and click on Approval.
- After this, you need to click Activate to get started with the configuration of automated workflow.
- Then you can complete the resolution text.
- You need to select the Serial or Parallel type of approval workflow.
- When it comes to the Serial type, according to the setup approvers the invitations to approve will be shared.
- When it comes to parallel type, the approvers will receive invitations to approve the documents simultaneously. The next person will get the invitation if the previous one has approved the respective document.
- You need to click on the Create option to finalize the workflow automation approval.
- If you would like the same to be activated in the sub-folders, you can select the same and get it activated.
Approval Flow
Search File
File View
Form for mail sending
Mail Sent Successfully
Mail Arrived
Approval Screen
Approval done page
Approval Status
Approval Status
Approval done arrived through Mail
