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Input parameter values can be entered on both root/folder and item level. Parameter values inherited from the parent folder are displayed as a placeholder text in the input field.

Note: Each Agreement/Promotion can contain up to 2000 folders.

Agreement/Promotion Items

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• Images can be pasted directly from clipboard.

• If you want to include attachments in the email sent to approvers, verify that the configuration option Disable Attachments is not enabled.

• If there are many user groups in your partition, loading the list of attachments can be slow because of filtering by user group. This filtering can be disabled to improve performance.

• The name of the uploaded file cannot include semicolons (;).

Workflow

Shows all approval steps, their status and all possible approvers. Before approvers handle the approval, they have a possibility to add another approver or watcher step.

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The underlying message templates can be customized; for details see Message Templates.

Documents

On this tab you can for quick reference list all the documents that are related to this Agreement/Promotion. From the Add Document drop-down menu, select a document type and then choose one or more documents from the list.

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