This article explains the components that allow the system to automatically determine the correct approvers for various submission types and values. Understanding these com...

This article defines the available fields and values when setting up custom approvals, which allow the submitter to manually select approvers. These options provide flexibi...

This article explains how the system automatically escalates approval requests to a supervisor if an assigned approver's financial limit does not cover the submission valu...

This article outlines the different types of email notifications sent during the approval process, detailing when each email is sent and what information it contains.Key In...

You can modify an automatically generated approval route before submission if your administrator has enabled 'Custom approvals'. Use this feature primarily if the generated...

This article explains how to cancel an approval submission that is currently in Draft or Submitted status. This allows the parent record (e.g., Contract, Procurement Plan, ...

The Approval History provides a clear, searchable record of all approval events associated with a submission. You can view the history in the Approvals dashboard for a syst...

Approving an item in the system triggers a series of automated events that can automatically update data, create new records, and send notifications. Understanding these ev...

This article guides External Approvers through the process of approving or rejecting a request sent to their email. You will use a simplified interface to review and make a...

Use the Bulk Approval screen to quickly approve or reject a large number of items simultaneously. This saves time when you have many pending items to review.Prerequisites Y...

This article provides step-by-step instructions to set up a DocuSign Connect webhook to send real-time signature status updates to VendorPanel - a Unimarket Company Core ap...

You can use the VendorPanel- a Unimarket Company integration with DocuSign to request digital signatures on important documents, most commonly contracts submitted through t...