Step 1: Locate Document and Approval Step

First, find the document that requires the approver change and identify the specific step within its approval flow.

Steps:

1. Find the Document: Navigate to the relevant module (e.g., Purchasing > Invoices) and locate the document currently in an Approval status. You might use filters or search if needed.
2. Open the Document: Click the document record to open the viewer modal.
3. Identify Pending Step: Examine the Approval Flow displayed at the top left.
   • Locate the currently Active milestone (usually highlighted or purple).
   • Within that milestone, find the step where the status for the assigned User or User Group is Pending. This is the step you can potentially change.

What Happens Next?

You have identified the specific approval step requiring reassignment. Now you can initiate the change process.

Next Step: Initiate Change and Select New Approver

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Related How-To Guides:

• Approval Process in Zudello
• Changing Approvers