Financial Services Creatio, lending edition
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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

Approvals

Creatio enables the users to submit records for approval by other users who can choose to approve or reject the record. There are two types of approvals based on who the approver is:

  • Approval by a specific employee, for example, a department manager.

  • Approval by an employee of the specific role (user group), such as “Finance department”, “Administration”, etc.

Note

To submit one record for approval to several employees, create an approval for each of them.

By default the approval functions are available in the [Contracts], [Invoices], and [Orders] sections. You can enable approving in any section.

How to approve a record

If someone has submitted a record for your approval, you can approve, reject or forward it to another employee. You can manage your pending approvals with the help of:

Contents

How to set up approvals

[Approvals] tab

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