Dynasoft Approvals, new enhancements

• Sep 24
• Nacho Rossich
• Dynasoft

The .NET development team has introduced new improvements to Dynasoft's flagship product, Dynasoft Approval, which continues to evolve to meet the suggestions and requests from our customers.

With the start of the new course, we are launching the improvements proposed by our customers, which are now available to all product subscribers. Here are the main advancements:

Attaching new files to documents for approval: Currently, documents arriving at Approvals always include a document (usually a .pdf) for the user to review the official document that needs to be supervised and approved.

A recurring request from our customers was that the approver sometimes needed to add extra documentation, such as delivery notes, delivery sheets, or even handwritten receipts. Our team has worked to add this functionality. These additional documents are incorporated into the system and available for other users in the approval flow to review, and they are also available in Business Central. For now, this functionality is limited to .pdf files, but we do not rule out adding the possibility of attaching more file types.

How does it work?

1. Select the approval flow to which you want to add the additional document.
2. Click on the Upload PDF File button and follow the system instructions to select the document you want to add.
3. Once located, click on Select PDF File and then Send.
4. The system will upload the document to the approval flow, SharePoint, and Business Central. This operation will take a few seconds.
5. To see the document attached to the flow, click on Update list, and the document will appear in the "Attachments" column.

Improving document control with Substates: The normal approval flow was too simple, moving from Pending to Approved or Rejected. If someone rejected the document during the flow, the cycle had to start over. To make the approval flow more flexible, we have implemented the possibility of commenting on the Pending state and adding a free comment that will be recorded in the system as a Substate and available to other users.

This function, combined with the ability to add additional documents to the approval flow, expands the tool's possibilities, providing users with new tools to manage documents more optimally and easily.

How does it work?

1. Select the document you want to comment on and then click on the Manage button.
2. In the pop-up window, click on the Pending button.
3. A field will appear at the bottom where you must add the reason or comment (with a maximum of 20 characters) to better describe the state of the approval flow.
4. Click on the Accept button.

Are you interested in the new improvements? At Dynasoft, we continuously work to improve and expand the functionality of our products. Do not hesitate to contact our sales team (971 35 99 57 or comercial@grupodynasoft.com), and they will assist you as soon as possible.