Why are the links that were added to a stand-alone request not clickable?
Links that were added to a stand-alone request are not clickable because this would pose a security risk.
To minimise the risk of clicking on a phishing link, ApprovalMax does not support hyperlinks in stand-alone workflows.
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 ...
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 specify instructions for Requesters? (Stand-alone)
An Organisation's Administrator can provide a message that will be shown to Requesters during request creation. This is how instructions for Stand-alone Requesters can be set up: In the main menu (in the left upper corner) select your Organisation ...
Where I can find a reporting function? (Stand-alone)
To access the reporting feature, navigate to the main menu in the upper left-hand corner, select your Organisation and open "Reports": Here you have the option to create your own report with filters that reflect your particular needs. This is how ...
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 ...