Remote Approvals - Event Manager Configuration

An Event must be set up to send emails that will notify users of the pending documents waiting for approval. It is suggested the Document Move triggered event is used for this. By simply creating an event notification, doc-link logic will understand which status the document has arrived in and which status it is supposed to send to by the setup created in the Workflow Configuration section.

Note that with Document Move events, one email will be sent for each document record in a user's workflow status.

For attaching images to the email, click the Template Manager tile on the Administration tab. The Template Manager UI opens.

1. In the doc-link Templates window pane on the left, expand Workflow Move Data.
2. Double-click the Workflow Approval Needed template to open it.
3. In the Template Properties window pane on the right, check the box Include document as attachment. Document images will now be included in the email notifications.

   Select the Convert TIFF to PDF option if you want your files to be sent as PDFs instead of the default TIFF format.

Remote Approvals Configuration

Installation

Workflow Configuration

Expected User Experience

Approvals from Mobile Devices