Help · ScanFlow: documents
How to review and approve documents
Documents waiting for your decision, with their deadlines. You are reminded at half-time and the request is escalated when it is late. You also see what you sent for review and what came back, and can approve several at once.
Who can do this: Everyone in your organisation who has access to this app.
Steps
Step by step
- Open ScanFlow → Review & approvals.
- The 'Waiting for me' list shows each document with its due date; overdue items are marked.
- Open a document, read it, and choose Approve or Reject (add a comment when you reject).
- To clear many routine items, tick them and use Bulk approve.
- Switch to 'Sent by me' to follow documents you sent for review.
Tips
- Escalation goes to the person or access level set in the routing rule — not to a reporting manager.
- One-time codes for reviewers are sent by email; SMS and WhatsApp are not available.
Related guides
Need a hand?
WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.
Contact support