ApprovalMax

How to migrate from the Review Function to Editing on Approval

How to restrict Approvers with editing rights during approval

How to split Line Items during Editing on Approval

How can I set up editing rules for Approvers?

What is the Editing on Approval functionality?

How to set up mandatory fields for editing

What can an Approver with editing rights do?

How are editing permissions inherited during the substitution process?

Adjust or correct document details during the approval process.

Editing on Approval

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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