ApproveIT 365

Create your source document

Create your sales document in Business Central.

When finished start the ApprovelT flow by clicking the ApproveIT 365 group from the Ribbon.
Click the Start ApproveIT flow action to continue.

After starting the ApproveIT flow the document will be sent to DocuSign.
On the sales document the ApproveIT 365 tab is visible that shows the current status.
This also shows who sent the document and the date/time when the document was sent.

 

IDYN 2024