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[Recorded Webinar] How to Automate Your Purchase Order Workflows in Days

Organizations of all sizes use a purchase order process for expense management. However, the process is often manual (paper- or email-based) and, as a result, it's disorganized and inefficient. In this webinar, we show you how easy it is to install a pre-built template and customize it to create your own automated purchase order workflow.

In the webinar, we covered the following topics:

  • Building a Purchase Order Form: We installed a template with a pre-built form and used the drag-and-drop form designer to customize it. The form has tables, electronic signatures, attachments and other features.
  • Routing for Approvals: We demonstrated how to route the purchase order form either for approval or for corrections. Understand how to route a purchase order to stakeholders or apply escalation logic as needed.
  • Securing Workflow: Safeguarding sensitive and important data is very much important. We showed how to control the workflow, set permissions, passwords and access control to protect sensitive data.

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