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How to: Set Up the Document Approval System

The administrator has access to all the setup functions for document approvals. The administrator sets up the hierarchy of approvers and defines which sales and purchase documents are subject to the document approval system.

To set up the document approval system

  1. In the Search box, enter Approval Setup, and then choose the related link.

  2. On the General FastTab, in the Due Date Formula field, enter the formula for the due date. For more information, see How to: Enter Dates and Times.

  3. In the Approval Administrator field, choose the user ID of the administrator.

  4. If you want the approver to add a comment when he or she rejects a document, select the Request Rejection Comment check box.

See Also

Tasks

How to: Set Up Email Notifications

Concepts

Define an Approval Workflow
Work with Document Approvals