Recurring process is a feature that schedules documents that need to be reviewed by daily, weekly, monthly, or yearly, and requests automatic approval at regular intervals.
It can be applied to documents that need to be reviewed regularly that need to be updated periodically. Recurring process make it easy to request and keep up to date.
For documents that need to be completed by a certain date of each time, such as weekly report or monthly accounting report, automatic approval can be requested periodically through recurring process.
This feature is available in Collavate Business and Enterprise Editions.
To use the function, check if the [Recurring Process] function is enabled in [Process] page, in the [Administrator] menu on the left.
After enabling the function, use the following in user mode.
1. Click [Recurring Process] at the bottom of workflow sidebar.
2. Set your preferred recurring review cycle and options, such as daily, weekly, monthly, or yearly.
3. Confirm that the setting is completed and click the [Start Process] button to start the electronic payment.
4. You can find that the Recurring workflow has been started in the [Recurring] menu on the right. You will automatically receive an approval request notification, based on the recurring cycle.