...
2. Add the user ID's for the relevant companies by clicking the ... button.
3. Click Update.
Bypassing the Approval Process
You can also set up users who can bypass the Approval process - for example a manager or director role in your project.
1. To allow a user to bypass the Approval process.
2. Add the user into the Users that can bypass Approval process section.
3. Click Update.
Status Triggers
A status trigger allows you to automatically create a new Form type when a Form is changed to a specific status. A good example is triggering a Payment Certificate when a Claim has been set to Approved Status.
...