Confirming a document

This eWorkflow is one of the eWorkflows that automate the processing of incoming documents in the company.

The eWorkflow enables you to assign to the document relevant approvers who then receive the task to confirm, reject or redirect the document.

In practice, the eWorkflow reduces the workload of your secretary who used to run around the company asking the employees to approve a document so that the secretary can hand it over to accounting. For a use case, see the chapter Confirming an invoice (use case).

The key steps in using this eWorkflow include:

1. Selecting the approver – In this step of the eWorkflow, one or more persons responsible for confirming the document need to be selected. The Select user block is the key block in this step.
2. Confirming the document – In this step of the eWorkflow, a task is created for the persons responsible designated as approvers of the document. If they approve or reject the document, the eWorkflow is finished. Alternatively, they can redirect the document to another person. The eWorkflow is finished when the last person in the chain either approves or rejects the document. The key blocks in this step are the Show document and User message blocks.

For the eWorkflow to work properly, the following settings must be defined beforehand:

1. Activating eDocumentation services
2. Transferring the predefined eWorkflow Confirm document via PANTHEON Web Service