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Aerofiler Administrator Guides
  • Introduction
    • Getting Started Guide for Aerofiler Admins
  • Approvals
    • Negotiations
    • Rules
      • Editing Rules
    • Workflow Setup
      • Automatic Approval
      • Contract Workflow Settings
        • Workflow Details
        • Approval Workflow
        • Document Template
        • Direct Template Editing
        • Creating Rules
        • CC Notifications
        • Post-Signing Notification
      • Contract Fields
        • Additional Fields
      • Default Values
      • Contract Approval Sequence
      • Permissions
        • File Replacement
  • General
    • API Keys
      • Example - Creating a Workflow in Aerofiler
      • Zapier Authentication
    • Configuration
      • General Settings
      • Authentication Settings
      • Repository
      • Approvals
      • Calendar Configuration
      • IP Address Filtering
    • Organization Details
    • Permission Schemes
      • Access to Own Documents
      • Create Workflow Permissions
      • Enable Document Delete
      • Permission Schemes
      • Restriction Rules
      • Restricting Upload Permissions
    • Reminders
      • Editing
    • Teams
    • Users
      • Two-Factor Authentication Settings
      • Manage Organization Users
      • Deactivated Users
      • Add Organization Users
      • Bulk Adding Users
      • Transferring Data Between Users
        • Transfer Reminders with Rules
  • Repository
    • Fields
      • Default Values
        • Example - Assign Based on Custom Field
      • Field Groups
        • Expand by Default
      • File Fields
      • List Fields
      • Notes
      • Parent / Child Fields
      • Tags
        • Currencies
        • E-Sign CC
        • Text Fields
      • URL Fields
    • Integrations
      • Adobe Sign
        • Carbon Copy
        • Custom Filename
        • Direct Access
        • Recipient Names
        • Signing Tags
        • Troubleshooting
      • DocuSign
        • Certification of Completion
        • Changes After Sending
        • Custom Filtering
        • HMAC Security
        • Including / Excluding Users
        • Send from Repository
        • Settings
        • Visibility
      • External Workflows
        • Direct Integration
        • Zapier Integration
    • Metadata
      • Smart Naming
      • Metadata Detection
      • Use Folder Names for Metadata
      • Use Filenames for Metadata
    • Importing Data
  • Single Sign-On
    • ADFS via SAML
    • Azure AD via OIDC
    • Azure AD via SAML
    • OKTA via OIDC
    • OKTA via SAML
  • Supplier
    • Configuration
    • Reminders (Supplier Portal)
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On this page
  • Auto-validate following approval
  • Daily digest email
  • Disable document regeneration in approval workflow
  • Flatten PDF before signing
  1. General
  2. Configuration

Approvals

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Last updated 1 year ago

Auto-validate following approval

Auto-validation following approval determines whether a document is automatically validated after it has been approved. If this is switched off, a further validation is required before the document is flagged as "Validated" in the repository. If this is switched on, then the document is automatically flagged as "Validated" in the repository by the last person who approves.

Daily digest email

When this setting is enabled, Aerofiler will send a daily email to all users who have items in their "To Do" list. The email will provide direct links to the relevant workflow in Aerofiler:

Disable document regeneration in approval workflow

This video demonstrates how to disable document regeneration when metadata changes during an approval workflow:

Flatten PDF before signing

PDFs may still be modifiable, for example with selectable dropdown lists. Some electronic signing providers will perform verification on the modifiable elements and return errors in some circumstances, for example if there is a blank dropdown. With a large document, many errors may need to be manually corrected. If the flatten option is enabled, Aerofiler will convert any modifiable elements to static elements, which generally resolves any errors that would otherwise be detected by electronic signing providers.

Flatten PDF demo