Organisation Administrators can copy rules between Requesters, Approvers (Editors) or Reviewers within the same step and matrix as well as between different steps of the same approval workflow. This is how it works: In the main menu, find the ...
ApprovalMax supports a tool that allows to copy a workflow setup between different workflow types in the same Organisation and between different Organisations under the same account. The Copy Workflow tool helps to reduce the time needed for the ...
ApprovalMax provides Organisation Administrators with the option to copy rules between Approvers within the same step and between different steps of the same approval workflow. Here is how this can be done: In the main menu, select the Organisation ...
ApprovalMax supports a tool for copying a workflow setup between different workflow types in the same Organisation and between different Organisations under the same account. The Copy Workflow tool helps to reduce the time needed for the workflow ...
Unfortunately, it's not possible to use a group of Xero Contacts. However, you can select specific Contacts that each Requester/Approver will be able to use. This is how it works: Open the Requester/Approval matrix and select the option "Contact that ...