11. Approval Settings

This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.

Next, it's essential to configure the approval process for different client requests. This step empowers you to decide whether the approval process should be manual or automatic. If your workflow demands multiple levels of approval for specific client requests, the system can be configured to support multi-level approval. This feature ensures that a single client request must receive approval from more than one party before it can proceed to the processing stage.

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