How to download approval workflows in ApprovalMax
You can download an approval workflow as a PDF file from ApprovalMax.
This PDF includes all approval steps, participants, and rules. It can be used for audit purposes or internal documentation
This is how you download an approval workflow:
- In the main menu, select your Organisation.
- Navigate to Workflows and settings > Approval workflows.
- Click on the workflow you'd like to download.
- In the upper-right corner, click the PDF download icon.
- The file will automatically download as a PDF summarizing the workflow, including all configured approval steps and participants.
Related Articles
About ApprovalMax
ApprovalMax was founded in March 2014 by a team of workflow/BPM professionals who are passionate about easy tools that reduce complexity, deliver simplicity, and just work. Our goal is to provide finance managers and accounting outsourcing companies ...Fraud Detection — bypassing the approval workflow
This setting is relevant for Xero Purchase Order, Bill, AP/AR Credit Note and Sales Invoice workflows. ApprovalMax allows the proper tracking of documents that were created and then approved directly in Xero, without going through the appropriate ...Is it possible to rename approval workflows?
No, it's not possible to rename approval workflows. However, you can give a name to each of the approval steps in the approval workflow.See NetSuite Invoices that bypassed the approval workflow
It is possible that some of your Invoices were approved for payment directly in NetSuite and, therefore, bypassed the approval workflow. In ApprovalMax, you can build a report to track all such cases. This is how you do it: First, activate the ...How to set up an Airwallex Batch Payment approval workflow
This is how you set up an Airwallex Batch Payment workflow: In the main menu, select your Organisation and open Approval Workflows under Workflows And Settings: Select the respective approval workflow: The first step is Payment Creation. Here you can ...