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Can I add an approver on a document without changing the workflow?
Can I add an approver on a document without changing the workflow?

Enable ad-hoc approvals to give users the flexibility to add approvers as needed.

Updated over 4 months ago

Prerequisites

Before you begin, make sure:

  • You have the admin role.

Step-by-Step Instructions

Step 1: Access Admin Console

  • Log in and navigate to the admin console.

  • Click on "Configurations" and then select "Manage Privileges."

Step 2: Edit Privileges

  • Edit the role for which you want to enable the privilege of Ad-hoc Approvals. Only users with this privilege will have the option to add an approver.

Step 3: Enable Ad-hoc Approvals

  • Scroll down to "Approvals" and check the Adhoc Approval option.

  • Click "Update Privilege" to save the changes made.

Step 4: Switch to Standard Console

  • Switch back to the standard console.

Step 5: Open Document

  • Open any document (request/purchase order/invoice) in the pending approval state.

Step 6: Add Approver

  • You will see the option to add an approver after each approver. Click on "Add Approver."

  • Select the user from the Ad-hoc Approval dropdown whom you want to add as an approver in the document.

  • Click "Create Approval."

Step 7: Verify New Approver

  • You will notice the new approver gets added.

FAQ

  1. Who can enable Ad-hoc Approvals in ProcureDesk?

  • Only users with admin roles can enable Ad-hoc Approvals.

2. Can I add more than one Ad-hoc approver?

  • Yes, you can add multiple Ad-hoc approvers to a document by repeating the "Add Approver" process for each approver you want to include.

3. Can I add an Ad-hoc approver to an approved document?

  • No, you can only add an ad-hoc if the document is in the pending approval state.

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