Each document type within Synergy Enterprise can be assigned to be made “Approved” before making it available to Employees, Suppliers, Customers and other account types.

To utilize the Approval Process, you need to go to the Publish Tab in the specific Document Types.  You may set up roles which can be used to be allowed to Approve the document.  It doesn’t always have to be a Document Approver role to make the approval.

It is important to note that all documents with security levels of 0, 1 and 2 must always be approved.