MicroEDA (Micro Electronic Document Approval) - is a new cloud service that allows you to request and receive approval on documents electronically from different stakeholders. These could be colleagues in the same office, company management, clients, or business partners.
Participants in an approval process can be both users in the company’s Bitrix24 and external parties.
When external users are invited to be part of an approval process, they receive a notification via email, they can view the attached documents online, and grant their approval or decline.
Internal users will receive a notification in Bitrix24 about the invitation.
How it works:
To create a new document approval workflow, simply click on the “Create button”.
Add a title, attach the document which you want approval for or a link to the document, add approval parties according to the order in which they will grant approval, add notes and Bind the approval to a CRM entity (if needed).
Approval parties can be added by email
The app is compatible with both cloud and on-premise Bitrix24
Approval can be granted via email (by external parties)
Templates can be created for processes that have the same set of approvers or similar documents
An Approval process can be initiated from a CRM entity card
All approval parties can leave comments which will be displayed on the workflow page
Improved application stability
Fixed bugs in creating approval
MicroSED is a new cloud service for requesting and receiving approval on documents from different stakeholders.
For enquiries, suggestions and feedback, please write to us at firstname.lastname@example.org.
Download the app from the Bitrix24.Market.
Read and accept the user license agreement.
Install the application
Open the application by clicking on it in the left menu or use the search bar
The "Start Approval" button will appear on the Start screen
Upload the document to be approved, create an approval route by selecting users from your Bitrix24 or adding by email
Your approval train is in motion!