You can manage how strict your approval process is by changing the 'Blocking editing after submission' setting.
If 'Blocking editing after submission' is enabled, documents submitted for approval will be blocked from editing.
If 'Blocking editing after submission' is disabled, document submitted for approval can be edited at any time.
Difference in approval workflow:
Action / Setting | 'Blocking editing after submission' - Enabled | 'Blocking editing after submission' - Disabled |
Submitting for approval | Document is validated. Submission fails if requirements are not met. | Document is not validated. Submission goes through even without coding or with misaligned checksum. |
Editing of document in state Ready, Rejected. | Allowed through document module view. | Allowed through document module view. |
Editing of document during Awaiting approval, Approved state | Not allowed. To edit the document, reset approval. | Allowed through document module view. |
Validation during export | While exporting to accounting software, document coding, checksum and details are validated. If misaligned, export errs. | While exporting to accounting software, document coding, checksum and details are validated. If misaligned, export errs. |
To change the 'Blocking editing after submission' setting, take the following steps:
Go to 'Folder Menu' -> 'Accounting & Automation' 👇
Then go to 'Approval' -> 'Blocking editing after submission', click to 'Disable' and then 'Save'.
