WorkBook

Send Attachments for Document Approval Using Mileage Entry or Personal Expense Conversations

Use the Mileage Entry Approval or Personal Expense Approval submodule to send attachments for document approval using mileage entry or personal expense conversations.

To use the Mileage Entry Approval submodule, you must have access to Tasks as defined in the User Access Rights submodule under Settings.

To use the Personal Expense Approval 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 mileage entry or personal expense conversation:

  1. On the main toolbar, click Tasks .
  2. Take one of the following actions:
    • In the left pane of the Tasks screen, click Approval > Mileage Entry Approval.
    • In the left pane of the Tasks screen, click Approval > Personal Expense Approval.
  3. Highlight the entry or expense of the conversation that you want to use to send attachments for document approval and on the grid toolbar, click Open entry card or Details sidebar .
  4. On the side toolbar of the right pane, click Conversation or the 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.