Settings

Available in Classic and VPC

In the Settings menu, you can change the settings applied to each page of the Approval service according to the company environment. You can also easily import documents created by external solutions to WORKPLACE using the template provided.

Set Approval

In the Set Approval menu, you can set to use or not use pre-approval, sequential approval, reject and specify, defer, and signature features for the approval work.

The Set Approval page is laid out as follows.

• Pre-approval

• Sequential Approval

• Reject and Specify

• Pending

Manage Name

In the Manage Name menu, you can change each name displayed on various pages related to approval in WORKPLACE. For example, if the name of Consent is changed to General Approval, approval cases processed as consent in the document list of the Approval Home > Approval Document menu or other related menus are displayed as General Approval.

The Manage Name page is laid out as follows.

Manage Notifications

In the Manage Notifications menu, you can set approval-related notifications to be delivered to users. Users can receive notifications in the form of Home notifications, mobile push, and email. They can also integrate with external solutions (NAVER WORKS, Kakao Talk, LINE, Slack, Google Chat, etc.) to receive notification messages.

The Manage Notifications page is laid out as follows.

Managing Document Number

In the Manage Document Number menu, you can set document numbering rules of each form. If you change the rule, the changed rule will apply to documents created after the change takes place.

The Manage Document Number page is laid out as follows.

Import Data

In the Import Data menu, you can import external documents to WORKPLACE using the template. Admins can check and manage imported documents in the Approval > Document Box > Manage Imported Documents menu. Users can check imported documents in the Home > Approval > Imported Documents menu. You can set sharing targets and exchange shared comments in the same way as other documents created within WORKPLACE.

The following describes how to import external data.

1. Prepare the external document to be imported in PDF format.
2. In the WORKPLACE PC web page, click the [Service Menu] > [Manage Approval] button.
3. Click the Settings > Import Data menu.
4. Click the [Download Template File] button.
5. Enter details into the Basic Document Information, Approver Information, and Sharing Range sheets according to the guide in the downloaded template, and save the file.
   
6. Click the [Upload File] button in the Import Data page and upload the saved file.
   • The upload result will be shown.
   • If there is an input error, it is marked in red, and an error message is displayed at the bottom. In this case, upload the Excel file again after correcting the error.
7. Create a folder on the local PC for each Document Number displayed as the upload result, and put the external document into the folder.
   • For a document with attachments, create a subfolder named Document Number again inside the folder containing the document, and then put the PDF file and attachments into the subfolder.
8. Compress the folder of each document number into a ZIP file.
9. Click the [Upload PDF/Attachment] button in the Import Data page and upload the ZIP file.
10. Click the [Save] button, and then click the [OK] button in the confirmation pop-up window.
    • Registration is completed, and the uploaded document is displayed in the list.
    • Click the [View] button to check the uploaded PDF document. Click the [Download] button to download the list of uploaded documents as an Excel file.

Manage Integration Code

You can register and edit integration code that can be integrated and used in a component. The registered integration code can be used as an optional item in a checkbox in the form or can be used by integrating with the corporate information system (Lagecy) currently used by the client.

The Manage Integration Code page is laid out as follows.

Area	Description
① Add Code	Add a component code (item) to be integrated (See Add Integration Code)
② Integration Items	Registered integration component code (item); Click to modify integration code (See Modify Integration Code)
③ Code Name	Enter the item name of the component.
④ Code Key	Enter the key to identify the code.
⑤ Add	Register detailed items in the code (See Add Integration Code)
⑥ Upload	Upload detailed code items and item ID at once (See Upload Integration Code)
⑦ Download	Download detailed code items and item ID of the code (See Download Integration Code)
⑧ Detailed list	Detailed item of the integration component code You can change the detailed code exposure order or change the detailed code usage status (See Change Detailed Code Usage Status)
⑨ Save	Save the registered and modified information.

Add Integration Code

The following describes how to add a component code (item) to be integrated.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Manage Approval] button.
2. Click the Settings > Manage Integration Code menu.
3. Click the [Add Code] button.
4. Enter Code Name and Code Key.
5. Click the [Add] button, enter information into the input field added to the list, and then click the [Save] button.

Modify Integration Code

The following describes how to modify the registered integration codes.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Manage Approval] button.
2. Click the Settings > Manage Integration Code menu.
3. Click of integration code to change in the integration code list.
4. Change the code name and usage status.
   • You can change the detailed code usage status for each integration code. (See Change Detailed Code Usage Status)
5. Click the [Save] button.

Change Detailed Code Usage Status

The following describes how to change the usage status of the detailed code of an integration code.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Manage Approval] button.
2. Click the Settings > Manage Integration Code menu.
3. Select an integration code from the integration code list.
4. Place the cursor over the detailed code to change and click to select the usage status.
5. Click the [Save] button.

Upload Integration Code

The following describes how to upload an integration code.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Manage Approval] button.
2. Click the Settings > Manage Integration Code menu.
3. Select the integration code to be uploaded in the integration code item.
4. Click the [Upload] button.
5. Click the [Download Sample File] button in the Upload pop-up window to download the sample file.
   • The sample file is downloaded as an Excel file.
6. See the sample file to create and save the integration code.
7. Click the [Attach File] button in the Upload pop-up window, select the integration code file, and then click the [Save] button.
8. Check the details in the notification pop-up window, and then click the [OK] button.
9. Check the details in the confirmation pop-up window, and then click the [OK] button.

• If the upload fails, resolve the cause of the error and upload again.
• Once the upload is completed successfully, you can check the detailed code item and item ID information from the integration code item.

Import Integration Code Using API

You can import codes using the provided open API. Proceed by using the API guide.

• Add Code API
• Add Detailed Code Item API

Download Integration Code

The following describes how to download integration codes.

1. In the WORKPLACE PC web page, click the [Service Menu] > [Manage Approval] button.
2. Click the Settings > Manage Integration Code menu.
3. Select the integration code to be downloaded in the integration code item.
4. Click the [Download] button.
   • The list of integration codes is downloaded as an Excel file.