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🛡️ Approval Settings

Docflo.ai supports advanced approval workflows, allowing you to define complex rules for document validation and approval directly within the platform.

✨ Key Features:
  • Customizable approval flows for different document types
  • Rule-based routing based on document data (e.g., amount, supplier, department)
  • Multi-level and parallel approvals
  • Automatic notifications for approvers
  • Audit trail and approval history for compliance

🚀 How to Configure Approval Workflows​

  1. Go to the Approval Settings section in the Docflo.ai platform.
  2. Define approval rules based on document fields (e.g., amount greater than X, specific supplier).
  3. Assign approvers or approval groups for each rule.
  4. Set up notifications to alert approvers when action is required.
  5. Save and activate your workflow.

Docflo.ai makes it easy to automate and control document approvals, ensuring compliance and reducing manual effort.