Select stage executor

Select stage executor
English

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.

  1. Open the «Operations» tab in the «Settings/Operations» section. Click to create a new operation, or open an existing one to edit it.
  2. 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
  1. 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».

  2. Save the changes .
  1. Select , and then click on the flowchart.
  2. 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».

  3. Save the changes .
Нашли неточность? Выделите текст с ошибкой и нажмите ctrl + enter.