Hello,
We have client reports we send out monthly. We would like to have them scheduled to help with manual workload, but previous to sending them out, we would like to have analyst approval of the output. Is there any functionality in Dundas that allows this.
Thank you!
If you’d like to have that approval layer, my suggestion would be to just wire your notifications to be sent to the middle man directly. Then the middle man can approve and forward it to the appropriate parties, or reject and send that notice to appropriate parties.
Thanks Christian, that is what I had in mind as well.