Approval Statuses
This feature allows users to generate documents in a structured way from predesigned templates. These templates are linked to a previously defined document type and use form fields to capture information, reducing errors and maintaining consistency in the content.
- Advantage: It ensures compliance with internal document review processes.
Step by Step:
- To create new custom statuses, go to Settings > Approval/rejection statuses.
- Click New. There you can enter the title of the status you want and the type, whether it is an approval or rejection status.
