Square 9 University Office Hours - Streamline Workflows with the New Action Approval Node

Tuesday, March 25th, 2025 | 2 PM ET

Constructing an approval process for documents can be complex. Ensuring that all rules are properly applied and that documents are routed to the correct person in the right sequence presents opportunities for errors.

To simplify common business processes, the team at Square 9 has developed the Action Approval node—an intuitive, easy-to-configure solution that enables organizations to define approval rules based on various criteria. In this lesson, you will learn how to:

• Configure the new Action Approval Node
• Set up rules based on Approval Groups & Amounts
• Manage post-approval processing to handle documents in various approval states.

Fill out the form to register today!