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Set approval paths dynamically for different types of documents. Manage users in each level of the approval path. Add approval comments and enable Approve/ Reject with a single click.
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Every organization has its own process when it comes to creating and approving documents like
Each document may have different approval paths and levels. Fieldmaster provides an intuitive way to manage the whole process without having to resort to the clutter of emails and paper pushing.
Approval paths can be created separately for each different document type. They can also be dynamic, i.e., be changed from one day to the next if your business demands it.
The different levels in each path are well integrated into Fieldmaster's User Access Control, so the full power and flexibility of changing users between groups can be easily done.
Each document is accompanied by a detailed timeline that tracks progress at every stage of approval. Stakeholders can view who has approved, who is pending, and any comments made along the way. This transparency ensures clear communication and accountability.
Granular permissions allow administrators to control who can create, edit, and approve workflows. Permissions can be assigned to individual users or dynamic groups, ensuring that only the right stakeholders have access to sensitive information. This feature enhances security and accountability within the approval process.
Customizable alerts notify users at each approval stage, preventing delays and ensuring timely actions. Alerts can be configured for various events, such as pending approvals or deadlines, helping stakeholders stay on top of their tasks.
When an approval process is completed — whether approved or rejected — specific actions can be triggered automatically. Examples include generating a PDF, sending an email notification, or creating a task in the task management system.
These automated triggers eliminate manual follow-ups and ensure seamless transitions to the next steps.
With Fieldmaster's Document Approvals feature, businesses can quickly and easily streamline the entire approval workflow for any kind of documents like Purchase Orders, Material Requisitions, Purchase Requisitions, Vendor Registrations, and much more. Pushing documents between stakeholders through emails or even physically and getting signatures is now a thing of the past.
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