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            Workflow & Authorisation

            Help on setting up and managing authorisation workflows for approvals in iplicit.

            Workflows set up and management

            • Should I set up my workflow at the line or header level?
            • Can I print/view a flow of approvals if required by the auditors?
            • How do I get a summary email for all pending approvals rather than individual?
            • Why are workflow exceptions appearing, and how can we resolve them?
            • What should I do if a document was submitted without an assigned user in the required approval role?
            View all (8)

            Workflow Substitutions

            • How can I assign someone to approve my documents while I'm on holiday/leave?
            • How to disable workflow substitution
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