If you'd like to use approval as an additional review step in your workflow, but don't require strict validation and locking of documents, you can achieve this by disabling the Approval setting 'Lock document when submitted'.
Difference in approval workflow:
Action / Setting | 'Lock document when submitted' - Enabled | 'Lock document when submitted' - 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 'Lock document when submitted' setting, take the following steps:
Go to 'Folder Menu' -> 'Accounting & Automation' 👇
Then go to 'Approval' -> 'Lock document when submitted', click to 'Disable' and then 'Save'.
