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Approving a document?

Written by Larno van Loo on . Posted in Exact Synergy

Within Exact Synergy Enterprise, you can indicate that a document needs to be approved before being made available to other employees, customers or partners. You can define this via the settings of a document type (via the menu [Documents, Setup, Document: Types]). Besides this, you can also indicate which roles employees need to have to approve documents.

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