What is a Stand-alone workflow?
Stand-alone workflows are not connected to any online accounting platform. They can be used for the approval of any request or document, like contract approval, capital expenditure (CapEx), Supplier approval, request for time off or travel requests.
How can I sign up for Stand-alone workflows?
Stand-alone workflows are available with ApprovalMax Premium plans, which allow you to create as many stand-alone workflows as you need.
What can I approve using a stand-alone workflow?
Contract approvals
Capital expenditures
Requests for time off
Travel requests
Any other requests and documents
How do I set up a Stand-alone workflow?
Go to your Organisation and click on Approval workflows under Workflows and settings:
Click on the + button in the Stand-alone Workflow section:
In the pop-up window, enter a workflow name and click on Create:
You'll see an empty workflow that needs setting up. By default, the Account Owner is specified as the Requester and Approver:
Start by changing/adding Requesters in the first step – they will be able to create approval requests and upload documents for approval:
Now add the Approvers. You can have as many approval steps as you need:
Clicking on the
icon opens the approval matrix, where you can specify the approval rules for each step. You can also create new drop-down fields here, by clicking on Add a field: 
Click on DONE to save your changes, then on ACTIVATE THE WORKFLOW:
