Step 2: Download the Approval History PDF
For compliance, auditing, or offline review, you can download a detailed PDF containing the full approval history of a document.
Steps:
- Open the Document: Ensure the document whose history you need is open in Zudello.
- Access More Options: Click the ... (more options) button at the top right of the document modal.
- Select Download: Click Download approval history from the drop-down menu.
What Happens Next?
- Zudello generates a PDF file containing:
- Document header details (Type, Number, Date, Totals, Supplier/Employee).
- Detailed breakdown of each approval milestone and step, including names, statuses, and timestamps.
- Specific approver actions, responses, timestamps, and reasons for overrides.
- A link back to the document in Zudello.
- Information on who downloaded the report and when.
- Your browser will download the PDF file. Save it as needed for your records.
End of Tutorial
You have successfully viewed and downloaded the approval history for a document!
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