Finance Assistant PaperLess User Guide
Doc Ref: OP212
11.2 Select the name(s) in the ‘Selected’ column that no longer required . Click on the ‘left’ arrow to remove.
11.3 Scroll down the ‘Available’ column and select the group or individuals name (matching the spreadsheet selection). Click on the ‘right’ arrow to add to the ‘Selected’ column. You can also double click on the name to move to the ‘Selected’ column.
11.4 Click on Save at the bottom right of the pop-up screen. (Do not click on Save Supplier Default Doc. Flow.)
11.5 Move the names in order of approval so that Managing Director Allan Key is last to approve (at the bottom of the list in the ‘Selected’ box. Click on the up and down arrows.
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Document Issue 01 31/07/2025
Approved by: ZC
Not Controlled if printed
ISO 9001 / ISO 14001 / ISO 45001/PAS99: 2012
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