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
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.