Approve, reject & forward
- Approve a document
- Reject a document
- Approve multiple documents at once
- Pause a document from document details
- When to reject vs. write a note
- Forward a document
- Forward multiple documents at once
- Forward externally — transfer to another group
- Reject multiple documents at once
- Resume a paused document
- Forward internally — get a second opinion
- Pause multiple documents at once
- Approve a multi-line invoice
- Forward a multi-line invoice
- Reject a multi-line invoice