Option to Generate an Approval History PDF for All Versions Without “Signature Required” Enabled

Keep your approvals fully documented with PDFs for every approved object, whether a signature is required or not. This enhancement ensures your files are complete, consistent, and audit-ready, eliminating gaps in record-keeping.

All approved objects can now automatically generate PDFs according to the new system setting, so documents approved without a signature are included alongside signature-required approvals.

Control How PDFs Are Generated

Admins can manage PDF generation across all approved objects:

• Default Behavior (Off): PDFs are generated only for signature-required approvals, maintaining existing workflows.
• Enabled: PDFs are generated for all approved objects, including those without signature requirements.
  

Getting Started is Easy

1. Go to advanced system settings and locate GENERATE_PDF_FOR_ALL_APPROVALS
2. Edit the field to true
3. PDFs will now be automatically generated for every approval, capturing all relevant content and workflow details.

!The bulk send for approval feature is temporarily disabled when this setting is enabled, as PDFs are generated one at a time.