Required Roles: Workspace Manager
Required Permissions: Edit workflow settings on folders or cabinets; users must be approvers on the workflow
Bypassing a workflow allows you to upload a document and mark it as approved without going through standard approval steps. This is useful when you need to expedite document uploads while maintaining approval oversight.
Overview
Before you can use workflow bypass, a workspace manager must enable it on the specific folder or cabinet where you want to allow this feature. Additionally, any user who uses bypass must be an approver on that workflow, either as an individual user or as part of an approval group.
Setting up workflow bypass
Follow these steps to enable workflow bypass on a folder or cabinet:
Step 1 – Navigate to the folder or cabinet
Navigate to the folder or cabinet where you want to enable workflow bypass.
Step 2 – Click the options menu and select Edit
Click the three dots menu icon, and select Edit
Step 3 – Enable bypass
Toggle Bypass on upload to the on position (blue).
Step 4 – Optional: Enable manual version override
Toggle Allow manual version override if you want users to choose which version they are uploading.
Workflow bypass is now enabled for this location. Any user who is an approver on the workflow can now bypass it when uploading documents.
Note: You can enable workflow bypass at the cabinet level or folder level. Folder-level settings override cabinet-level settings for that folder.
Uploading a document with bypass enabled
Once workflow bypass is enabled, approvers on that workflow can bypass the approval process when uploading:
Step 1 – Navigate to the folder
Navigate to the folder with bypass enabled.
Step 2 – Click Upload
Click the Upload button.
Step 3 – Select your document(s)
Select the document you want to upload from your device.
Step 4 – Toggle bypass workflow
Toggle Bypass workflow to the on position to skip the approval process.
Step 5 – Complete the upload
Click Create Document. Kivo will automatically prompt the user to provide an Approval Reason and also specifiy the version if Manual override was enabled.
