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Approvers to Add Supporting Attachments to Tasks in Sustainability Program

Request Demo

We would like task approvers to have the ability to upload supporting attachments directly to the sustainability program. Currently, our process involves the preparer attaching their documentation to the input spreadsheet, while the final approver is expected to upload the validated documentation, along with their review notes, before completing the final task approval.

However, approvers are unable to add attachments to the program from within the task in the input sheet. The only workaround we've found is for an admin to manually upload the attachments directly into the program, which is not ideal.

Is anyone else experiencing this limitation or wishing for the system to support approver uploads more seamlessly?

3

Comments

1 comment

Date Votes
  • Brooke Mortvedt

    Linda Walter thanks for sharing your improvement idea! I have sent it over to our team to review. Anyone passing by, feel free to comment or vote on this ticket if you are interested as well! :) 

     

    Thanks again!

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