Remote Approvals - Workflow Configuration

1. From the Administration tab, click on the Workflows tab to launch Workflow Manager. Highlight doc-link Workflows to show all the general properties. Under Management > Response URL, add the following standardized URL:
   1. http://<servername>/Altec.RemoteWorkflow/default.aspx?WorkflowMove=
   2. where <servername> is the name of the server where the remote workflow was installed.
2. Next, configure statuses that you want documents to be sent to for remote approval.

   In the properties of those statuses, you will have to set where the document goes when it is remotely approved or denied.

   1. In Workflow Explorer, browse to the workflow status you want to configure.
   2. Click on the status to highlight it.
   3. In the Properties panel for the status find the Approved Status and Denied Status options under Processing.
   4. For the Approved Status, click in the box to enable the drop-down list. This list will contain all workflow status the user can send to. Select a status that documents will be sent to once approved.
   5. For the Denied Status, click in the box to enable the drop-down list. This list will contain all workflow status the user can send to. Select a status that documents will be sent to once denied.
   6. Save the workflow configuration and exit Workflow Manager.

Example:

The CFO status is in the CFO workflow. The Approved Status option is set to AP Processing > Approved. The Denied status option is set to AP Processing > Denied.

When the CFO user receives a document in their CFO status, then will be notified by email there is a document waiting to be approved. If they click the 'Approve' link, the document will be routed to the AP Processing > Approved status for further processing. If they click the 'Deny' link, the document will be routed to the AP Processing > Denied status for review.

Remote Approvals Configuration

Installation

Event Manager Configuration

Expected User Experience

Approvals from Mobile Devices