Substitute

In this panel you can assign a substitute for all the documents types you are responsible for.

Settings for Activating a Substitute

If you are unable to approve documents because you may be away from work (e.g. on vacation) you can assign a substitute user that will receive any documents you would need to approve.

To select a substitute user, type the name of a colleague who has the same roles as you in the selected company.

A substitute user can be assigned for a defined period by using the date pickers or indefinitely by selecting the Active now option. The Inactive option disables the substitute user.

Last modified September 29, 2025