Approvals - Include Process Notes on an Approval Process

Overview 

This guide provides a step-by-step walkthrough to include process notes for internal documentation using Netgain Approvals.

Prerequisites: Have purchased and installed the Netgain Approvals bundle and have NetSuite admin access.

Step by Step Process 

1. In the top right corner, navigate to ... > Approvals > Configs and select Approval Processes. View full size
2. Select Edit. View full size
3. Select Settings. View full size
4. Enter Process Notes for internal documentation. View full size
5. Select Save. View full size

Troubleshooting 

If any difficulties or issues arise, please reach out to supersync@netgain.tech for resolution.