Configure Perceptive Content - Perceptive AP Invoice Approval - 2.8 - 2.8 - Ready - Other - external

Perceptive AP Invoice Approval User Guide
Platform
Other
Product
Perceptive AP Invoice Approval
Release
2.8
License

You must configure your Perceptive Content installation to support Perceptive AP Invoice Approval. To configure the Perceptive Content installation, complete the following steps.

  1. Create one or more task template types in Perceptive Content.
  2. Configure AP Invoice Approval Connector’s Task Type with those template types.
    Note: If you choose to modify these template types in the future, you must restart your approval connector bundles to implement the changes.
  3. In Perceptive Content, allow “Access,” “Access by URL,” and “Filter” privileges to “All Users” Group for the following Task views: “My Assigned,” “Complete,” and “Returned by me.”
    Refer to the Perceptive Content documentation for more information.
    Note: If you have created groups of approver users then you can assign the above mentioned privileges to those groups instead of assigning to “All Users.”