What is a Key file?

A key file is one that you would wish to share with an approver.

Some examples might be :-

• Invoice
• Purchase Order from customer
• Email explaining a change
• Evidence of value for money

To mark as a key file simply click the grey box in the bottom left hand corner.

This means that for some approvals e.g. payments, this file will be visible to the approver and used to build a supporting documents page that the approver can review.

If you do not choose a key file then you will be prompted before you close the window.