Daily approving habits

Pause anything you can’t act on right now. If a document needs more information or you’re waiting on someone else, pause it rather than letting unactionable documents pile up.

Write a note and tag a colleague instead of rejecting. If something looks wrong, use a note with an @ mention to tag the right person. Restarting the entire approval flow takes longer for everyone than a quick note exchange.

Use OCR search when you remember a detail but not the supplier. Enable OCR search and type a line item, product name, or amount. It searches the content of the PDF — faster than scrolling through the supplier list.

Hover the flow strip to understand why a document is in your overview. The flow strip on each document shows who is in the approval sequence. Hovering it tells you which step you’re on and what comes next.