Info
Content

How to Upload and Approve Documents using multi-state approvals in FeetPort?

Follow the below steps for Multi-State Approval System:
  1. From Navigation Menu, go to Tasks.
  2. Choose Organisational Hierarchy- Pick an Activity, Pick a level and Pick a Territory and click Submit.
  3. Click on ➕ icon and select option One by One.
  4. A side window will appear and fill the details as per your Approval Form. ( These details will be as per your Activity Form).
  5. You may search for the Customer or Vendor details or fill the details in the form and if required add a document.
  6. Click on Closure and then Create Task.
  7. A new task will be created and it will visible on the screen.
  8. Open the created task and click on option 'FORWARD' to send for approval.
  9. The task will be forwarded to Approver to Approve or Disapprove it.

 

To approve Approval Document from FeetPort web portal, follow these steps:
  1. From Navigation Menu, go to Tasks
  2. Choose Hierarchy- Pick an Activity, Pick a level and Pick a Territory and click Submit.
  3. Now, you will be able to view all the tasks uploaded and forwarded by the Creator/ Uploader.
  4. Select any of the task to open it.
  5. Now you will see two options: Disapprove and Approve.
  6. Choose and click the required option to approve and disapprove the document.

 

To add comments to the task for approval, follow these steps:
  1. Open the task to approve from the Tasks option in FeetPort web portal.
  2. Click on Comments on the left hand side.
  3. Now add comment that you want to send to the Uploader and press Enter.
  4. Now Approver can Approve or Disapprove the task accordingly.

 

 

No Comments
Back to top