Video Tutorials: Approval Workflow in Precoro
Watch two short videos to learn how to create approval workflows in Precoro and process documents awaiting your approval.
⚠️ The interface shown in this video may differ from your current Precoro account, as the product is updated regularly.
TABLE OF CONTENTS
Creating an Approval Workflow | 6-Minute Watch
Watch this 6-minute video to see how to create an approval workflow in Precoro step-by-step, from defining approval rules to assigning approvers. For the written version, follow this link.
By the end of this video, you'll know how to:
- Make a custom document field, such as department or project, available in the approval workflow.
- Create approval steps for a document type in Configurations → Approval Workflow.
- Assign approvers to each step and set custom approval thresholds.
Approving a Document | 2-Minute Watch
Watch this 2-minute video to see how to approve or reject a document waiting for your decision. For the written version, follow this link.
During this video, you'll see how you can:
- Find documents waiting for your approval with the Approve infocard.
- Approve or reject a document from the preview or from its document page.
- Approve or reject several documents at once with Approve/Reject selected.
- Add a reason when you reject a document.