Different document processing stages may have different executors. For example, an accountant approves an incoming sales document, while the manager checks it and gives the final approval using the e-signature. So that the document should arrive directly to the executor, assign the executor for every stage.
- Open the «Operations» tab in the «Settings/Operations» section. Click to create a new operation, or open an existing one to edit it.
- Go to the «Processing» section. You can add stages in the list mode or use the flowchart editor.
List mode
List mode
Flowchart editor
Flowchart editor
- Open the stage, click «Select executor», and specify who it will be: for instance, the head of the department or a specific employee. If the stage should have multiple executors, add them by clicking the «+ more» button.
So that the executor of the previous stage could manually choose the executor of the following stage, select «Chosen in workflow».
- Save the changes .
- Select , and then click on the flowchart.
- Open the stage, click «Select executor», and specify who it will be. If the stage should have multiple executors, add them by clicking the «+ more» button.
So that the executor of the previous stage could manually choose the executor of the following stage, select «Chosen in workflow».
- Save the changes .
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