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Workflow
Guide to Roger’s state-of-the-art automation tool: customizable workflows.
8 articles in this collection
Written by
Mads
and
Maha AlHussein
How to use fallback workflows
Fallback workflows are only activated by documents that don't meet the criteria of other workflows. Read more here.
Written by
Mads
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 over a week ago
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
Away mode
When you or a coworker is out on vacation or leave, here's how Roger lets you easily designate an approver to cover for them.
Written by
Mads
Updated over a week ago
How to create a workflow from an existing document
This time-saving feature enables you to easily create workflows to perform the same actions on future, similar documents.
Written by
Mads
Updated over a week ago
Advanced settings
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
Advanced settings: Live workflows
If this setting is enabled, workflows will be triggered simply by changing a document's details to match the workflow's criteria.
Written by
Mads
Updated over a week ago
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