Attaching files to stand-alone requests in ApprovalMax
During the creation of stand-alone requests in ApprovalMax, you can attach files. However, some technical limitations do apply:
· File extensions: any - except .exe, .com, .iso, .dex, .crx, .dmg, .ps1, .msi, .cmd, .bat
· Max. file size: 25 MB
· Max. number of files: 20
· All files will be checked by antivirus software
· All unsupported symbols in the file name (like "#%$...) will be automatically changed to supported symbols
Getting started guide for stand-alone workflows
What is a stand-alone workflow? Stand-alone workflows are not connected to any online accounting platform. They can be used for the approval of any request or document, e.g. contract approval, capital expenditure (CapEx), supplier approval, request ...
Restrictions for file upload
There are some restrictions in place for adding attachments to comments. Here are the basic rules for attaching documents in the comment section of a request: · File extensions: any - except .exe, .com, .iso, .dex, .crx, .dmg, .ps1, .msi, ...
How can I test a stand-alone solution?
Please follow the steps below to test a stand-alone solution: Navigate to the main menu in the upper left-hand corner, in Organisation selection section click on "+ Add an Organisation": In the pop-up window, select "Connect later" and "Next": Then, ...
How can I set up ApprovalMax as a stand-alone solution?
Apart from working seamlessly with a number of accounting platforms, ApprovalMax can also help improve other workflows within an organisation to increase transparency and control. Typical examples include contract approvals, capital expenditures ...
Roles in ApprovalMax (Stand-alone)
There are two types of roles in ApprovalMax: Organisation-based roles and Request-based roles. A user in ApprovalMax can have one Organisation-based role and at the same time be assigned to several Request-based roles. In this case, the authorities ...