Approve document

The Approve document flow block allows a user to review a document and either resume or reject a flow execution. When the user reaches the Approve document flow block, a pop-up view of the document displays in the Flow Execution Panel.

If the user chooses to accept the preview, the flow continues moving forward. If the user chooses to reject the flow, a text field displays to allow the user to input a reason for the rejection. During the flow creation, a designer can configure a rejection of the Approve document flow block to either allow the flow to continue or to stop the flow.

NOTE In the basic flow view, the Approve document flow block can only be added in the Store and Deliver step.

Parameters

The dropdown menus below provide all of the flow block's configuration options with detailed information and recommendations to help you configure your flow block.

You can further customize your flow block's parameters in several ways

  • Users can use linked fields to map data from your data set(s)

  • Users can use edit fields to customize the flow block

  • Using delayed output settings to wait for signatures or file names of completed documents

The Flow Output section serves as a comprehensive summary of the results and outcomes of a particular flow, providing valuable information to the user. Each setting that composes this output information is described in detail below:

Approve document Flow output settings functions

Index No.

Field Name

Function

1

Approval

When checked, the system provides the status of the approval during the flow output with the following responses: Approve or Reject.

2

Reason for rejection

When checked and the status is Reject, the system provides the reason for the rejection during the flow output step.

The Basic settings of the Approve document flow block define which document to send for approval and what actions the system should take depending on the approval status.

Approve document Basic settings functions

Index No.

Field Name

Function

1

Document

Defines the document to use for the approval step.

2

Approval message

Sets the message to display when the flow gives recipient the option to Approve/Reject the document.

3

End the flow when the document is rejected

When checked and the Approval status is reject, the system ends the flow and goes directly to the Flow output step.