Ocerra Support Portal

Invoice workflow pop up provides detailed information about how your document was approved in Ocerra.  Please follow this step to open a workflow pop up...

Note: this example setup applies to a standard, non-customised workflow including assign employee workflow.  Part 1: Navigate to the Workflow page ...

Overview Set up a limit for a person on a transition in the approval workflow builder. To learn about workflow transitions and other approval compone...

Overview Set up an approval limit for each approver based on your organisation's processes. Based on this limit, an approver can or cannot be assigne...