How can I download an approval workflow for my Cin7 Core organisation?
ApprovalMax supports the download of approval workflows as a PDF file for audit purposes.
This is how it works:
In the main menu, select your Organisation and open Approval Workflows under Workflows And Settings: Click on the workflow that you want to download: Then click on the icon in the upper right-hand corner.
This will download a PDF file containing all participants and rules.