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Help · ScanFlow: documents

How to design a document approval workflow

Review routes step by step: who reviews, whether all / any one / a majority / a quorum must agree, time allowed per step and escalation.

Who can do this: Organisation admins (Client Admin).

Steps

Step by step

  1. Open ScanFlow → Workflows → New.
  2. Add steps; for each, choose people or an access level and the rule (all, any one, majority, quorum).
  3. Set the time per step and who it escalates to.
  4. Attach the workflow to document types or folders and save.

Related guides

Need a hand?

WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.

Contact support