Approval routes
The document goes to the right people on its own. The route is chosen by document type, counterparty and direction, and steps run in order with deadlines and reminders.
Paid add-on for organizations: $100 per year per company.
What’s inside
- Start conditions: document type, counterparty, counterparty group, incoming or outgoing
- Route priority when several routes match a document
- Sequential steps: an employee or a department as the executor, with exceptions
- Each step has its own set of actions: approve, reject, sign, decline to sign
- Deadlines in business or calendar days, emails a day before, on the due date and a day after it
- After a step, the document moves to another department or notifies the right people
- Changing a route creates a new version, and documents in progress follow the previous rules
- Without a route, the document is sent for approval to a department or to selected employees
Terms and limitations
Routes are available to organizations. Sole proprietors and individuals do not have this section and approve documents manually.
Questions and answers
Can I approve a document without setting up a route?
Yes. You can send the document for approval to a department and, if needed, choose specific employees. A route is useful when the same documents always follow the same path.
What happens to documents if I change a route?
The change creates a new version of the route. Documents already in approval finish under the old version, and new ones follow the new version.
Who gets deadline reminders?
The step executor receives an email a day before the deadline, on the due date and a day after it, if the document is still waiting for their decision.
Where it is used
Other features
Ready to discuss moving to electronic document management?
We will show how your documents go through approval and signing, and help you connect counterparties and 1C.