Send Attachments for Document Approval Using Conversations about Expense Entries that are under Preparation

Use the Expense Entries under Preparation submodule to send attachments for document approval using conversations about expense entries that are under preparation.

To use the Expense Entries under Preparation submodule, you must have access to Tasks as defined in the User Access Rights submodule under Settings.

To send attachments for document approval using a conversation about an expense entry that is under preparation:

1. On the main toolbar, click Tasks .
2. In the left pane of the Tasks screen, click Follow-up > Expense Entries under Preparation.
3. Highlight the expense entry that is under preparation of the conversation that you want to use to send attachments for document approval and on the grid toolbar, click Details sidebar .
4. On the side toolbar of the right pane, click Expense Conversation.
5. Click Show the conversation options and select Send attachments for document approval.
6. In the Select Attachments from the Conversation and Start Document Approval... dialog box, enter or select the title, deadline, access, priority model, job, task, users, and tags from the corresponding drop-down lists.
7. Import or drag and drop the document that you need approval for in the provided field and click OK.
   WorkBook routes the document to the identified users for approval.