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How to download Workflow Approvals Setup as a PDF?

Updated over 10 months ago

Need to review your workflow approvals for internal purposes? Within ProcureDesk, you can easily download your workflow approvals set up in PDF format for streamlined internal review.

Prerequisites

  • Access to the Admin side of ProcureDesk.

Step-by-Step Instructions

Step 1: Log in as Admin

  • Log in to your ProcureDesk account with your Admin credentials.

Step 2: Access Workflow Configurations

  • Once logged in, switch to the Admin side of ProcureDesk.

  • Navigate to Configurations.

  • Click on Manage Workflows.

Step 3: Download Workflow Approvals

  • In the Actions section, click on Download.

  • The system will generate a PDF of your workflow approvals setup, which you can save for internal review purposes.


FAQs

  1. Can I download workflows for different modules?

  • Yes, the download will reflect the workflow setups across all modules you have configured, such as PO, Invoice, Order, and others.

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