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How to Create an Approval Request
How to Create an Approval Request

Guide on how to create an approval request

Yuvo-san avatar
Written by Yuvo-san
Updated over a week ago

Go to Company > Approval.

Click on the "New Approval Request" button.

  1. Enter a name for the approval request

  2. Enter a description for the approval request

  3. Select an approval template - if none are available, please contact an admin

  4. Upload a file (optional)

  5. Tick "Send For Approval" to submit the request, otherwise you can leave it unchecked if you just wish to save it as a draft

  6. Click on "Save"

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