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Auto-submit for approval

Turn on auto-submit so every document that reaches Ready is submitted to its approval workflow automatically, without manual action.

Written by Lubica Jakubac

Auto-submit is a folder setting that removes the manual "Submit for approval" step - every document that reaches Ready is submitted automatically by the system.

How auto-submit works

👉 What does auto-submit do?

When it is on, the system submits each document the moment it reaches Ready, with no need to open it or click Submit:

  • The document moves straight from Ready to Awaiting approval.

  • It shows Submitted by system in place of a user name.

  • The audit trail records the submission and attributes it to System.

  • Routing and validation still run normally - the document is matched to its workflow by its conditions exactly as a manual submission would be.


Turning on auto-submit

👉 How do I turn on auto-submit?

Auto-submit is configured per folder, in the folder's approval settings.


What auto-submit does not change

👉 What does auto-submit not change?

Auto-submit only handles the submission step - everything else runs as normal:

  • The document is still matched to a workflow using the standard routing rules.

  • Each stage still requires its assigned approvers to act.

  • Approvers still Approve or Reject as usual.

  • A rejected document returns to Ready and is auto-submitted again if the setting is still on.


Frequently Asked Questions

👉 What happens if a document is rejected and auto-submit is on?

The document stays rejected and needs to be submitted for approval manually.

👉 Can auto-submit replace the approval workflow entirely?

No. It only automates the submission step; every auto-submitted document still follows its matched workflow and must be approved by the assigned approvers. To bypass the workflow for specific suppliers, see Auto-approval per supplier. To export approved documents automatically, see Auto-export after approval.

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