Visma.net Approval
About Workflows
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This functionality is only accessible for system administrators.
Users who use Visma.net Approval in combination with Visma Document Center do not have access to this window as the workflow is determined in Visma Document Center.
The workflow determines if and how an incoming document is distributed to approvers. A workflow is only considered to be established if at least one approver can be identified for all steps which require an approver. If no approver is identified for a mandatory step – or if all steps are skipped based on the set up of the workflow – then the workflow cannot be established and the document is considered blocked.
Blocked documents arrive in the Document overview window in the blocked state. This can only be accessed by a system administrator.
A workflow is composed of one or more steps. All approvers of one step receive the document at the same time.
Once a step is completed, approvers of the next step receive the document. A step can be conditional depending on the value of the document – and steps can be skipped if a chosen value is not exceeded. When the last step is completed or when the document is rejected, the document is sent back to the other service with the updated status.
Related topics
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Set up workflows |
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Cost units |
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Organisation chart |
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Document overview |
