Help: Workflows, Approvals & Sending Emails

Workflow - Conditional Start

Business > Divisions > Workflow

We have just updated Zahara adding some more functions. One of those functions is the conditional approval workflow starts which has been requested by many Zahara users. You can now start a workflow automatically based on the value of the order / invoice You will find...Read More »

FileDirector workflow

FileDirector is a world-class document management system that compliments Zahara beautifully. It is available in the cloud as well as an on-premise install. The Process Management facility in FileDirector allows for a much more sophisticated approval process including:
  • Conditional Branches – Divisions, Prices, Suppliers, Business Units
  • Interaction with other systems
  • Sending...Read More »

Workflow - how it works

You raise a Purchase Order and the workflow is set or can be chosen. Typically an approver gets an email and asks to approve or reject They are taken to a web page and have two options – Approve or Reject If they approve, the next step of the workflow will trigger –...Read More »

Set the default workflow

Business > Divisions > Edit > Defaults You can set the default workflow for a Division. Once set, every purchase order raised will trigger the approval process by default.  ...Read More »