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eProcurement Management

How to Add Approval Levels in DMS(Document Management System)?

eProcurement software allows you to add the set of approval in DMS. This process makes it easy to process approvals in a secure way.

Do follow the below steps to add approval levels in DMS. Login into the eProcurement portal:

  • First, Let’s start by logging into the eProcurement web portal from the side menu. Go to DMS.
  • A DMS management page will appear. Go to the DMS tab, and select the DMS in which you want to add the level.
  • To add the approval levels, click on the plus icon from the Action column.
  • Here you can add the approval levels. Select the assignee staff from the drop-down list option.
  • You can add it by entering the username. Select the assignee type from the dropdown option.
  • After, click on Save to add another level, and do the same steps.
  • You can add as mutliple approval levels as you wish. Please note final approval in assignee type is mandatory.
  • You can also edit and delete the added levels simply.
  • Once the levels are added in DMS, click on Submit, and your DMS approval levels are added successfully.
  • Once the approval levels are added, you can find the same DMS under the Approval DMS tab option.
  • This is how you can add the approval levels successfully.
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