Workflow

Guide to Roger’s state-of-the-art automation tool: customizable workflows.

6 articles in this collection
Written by Mads and Maha AlHussein

How to appoint a default approver

If no approval workflow is activated, here's how to set one coworker as the default approver for all documents.

Written by Maha AlHussein
Updated over a week ago

How to approve or decline a document

Learn how you and your coworkers can approve or decline expenses.

Written by Maha AlHussein
Updated this week

Advanced setting: 1-click approval

If this option is enabled, no secondary confirmation will be required to approve expenses.

Written by Maha AlHussein
Updated over a week ago

Advanced setting: Require all approvals when manual appointing

If this option is enabled, all manually designated approvers must approve a document before its approval is complete.

Written by Maha AlHussein
Updated over a week ago

How to create a workflow rule from an existing document

This time-saving feature enables you to easily create rules to perform the same actions on future, similar documents.

Written by Mads
Updated over a week ago

Advanced settings: Live rules

If this setting is enabled, workflow rules will be triggered simply by changing a document's details.

Written by Mads
Updated over a week ago