Approval Before Export

This feature can be accessed via Settings > Document Processing > Module.

The location of this feature is discussed here.

To modify the permissions, select “View Permissions” and you will be directed to this screen. Here, select the permissions you wish to assign.

Now you can customize the Approval features according to your requirements.

Understanding the Document Exporting Process in Docbits

When you are ready to export a document, select the export option at the bottom of the validation screen.

If the feature is enabled, the document’s status will change to “Pending Approval”.

The document is now in queue for approval.

Assign the approver using the “assign” button on the Dashboard. You can also manage e-mail notifications for the approver(s) through Settings > Email Notification.

Use the Approval Before Export feature to streamline your document management process in Docbits, making your workflows more efficient.

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