Authorisation is the process of assigning and approving documents to a user. This process determines who can access and approve documents.
Why approve documents?
Authorising documents ensures the integrity and confidentiality of information. It also constitutes an additional check before a document is further processed. Think here about catching phantom invoices or preventing scams through e.g. voice-cloning. Authorisation policies should be reviewed regularly and adapted to changing security requirements. This ensures that documents always remain adequately protected against unauthorised access.
Authorisation in TriFact365
TriFact365 offers the ability to approve documents upon receipt. The available Authorisation module is used for this purpose. Simply activate this module and set it up as required. This allows you to have 1 or more people, simultaneously or consecutively, approve the documents and set up an email reminder. Would you like to know more about the authorisation module and its possibilities? Then click here.