Set up automation and authorization based on a category that suppliers select via the web portal and/or mobile app. This can now be achieved with the additional module
Uploading & Reading Document Categories.
Administrators can use this to set categories at both administrative and environmental levels. A default category can be set for each administration and it can be indicated whether selecting a category is mandatory. The term “Document.Category” can be used when:
  • Approve rules
  • Booking method, assignment rules
  • Relationship assignment rules
  • Authorization Management
The above functionality is available, all subscriptions, automation, and authorization are available for the Pro and Complete plans.
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