The document approvals feature enables companies to automate the process of requesting approvals on documents like sales or purchase orders. When you set up document approvals, you establish an approver for each user, and you can also set a substitute approver. You set the sales, purchase, and request limits per user, so that when users create a document above their limits, they are prompted to send an approval request. Approval requests and other notifications are sent using a Simple Mail Transfer Protocol (SMTP) server. You must set up notifications so that approvers are alerted when they have a document waiting for approval.

Expand imageAbout This Walkthrough

Expand imageStory

Expand imageSetting Up the Sample Data

Expand imageApplying Document Approval Settings for Users

Expand imageSetting Up Notifications

Expand imageNext Steps