Stand-alone getting started guide

Stand-alone getting started guide

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 for time off, and travel request.

How can I sign up for stand-alone workflows?

Stand-alone workflows are available with the ApprovalMax Premium plans, which allow you to create as many stand-alone workflows as you need.

What can I approve using a stand-alone workflow?

  • Contract approvals

  • Capital expenditures

  • Supplier approvals

  • Requests for time off

  • Travel requests

  • Any other requests and documents

How do I set up a stand-alone workflow?

  1. Go to “Approval workflows” and click on the “CREATE” button in the “Stand-alone workflows” section You’ll see an empty workflow that you’ll need to fill in. Start by entering a name for the workflow and then add requesters in the first step – they will be able to create approval requests and upload documents for approval.

  1. In the next step, add the approvers. You can have as many approval steps as you need.

  2. A click on the icon will open the approval matrix where you can specify the approval rules for each step. You can also create new drop-down fields here, by clicking on “Add field”.

  3. When you’re done, click on “Activate workflow”.

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    • Administrator Guide

      Administrator Guide is available on our website, please follow this link to find it : ApprovalMax – Administator Guide
    • Approver Guide

      Approver Guide is available on our website, please follow this link to find it : ApprovalMax – Approver Guide
    • Requester Guide

      Requester Guide is available on our website, please follow this link to find it : ApprovalMax – Requester Guide