Work Documentation settings

Work Documentation has one group of options, Approval Workflow, with one setting. It is enough: the rest of the behaviour, who approves what, is decided on the document types.

Before you start

• Changing settings needs the Administrator role (Role on the user's Access Rights tab).
• The setting is kept per company: in a database with several companies, choose the company at the top of the screen before changing it.

Approval Deadline (days)

Open Work Documentation/Configuration/Settings.

The number of days approvers have to review a document after it is sent. It sets the deadline of the to-do each approver receives: a document sent today with 2 is due the day after tomorrow. The default is 2, and an empty value or 0 behaves as 2.

It applies to the documents sent after the change; the to-dos already created keep their deadline.

Click Save.

FAQ

Where do I decide who approves?

On each Document Type, explained in Set up document types and approvers.

What happens when the deadline passes?

Nothing by itself: the to-do turns late in the approver's activities and stays until the document is approved or rejected. Work Documentation automations lists what the app does on its own.