Workflow summaries in PDF can be important for approvers when deciding if a task can be approved or not. These workflow summaries can be designed in the ‘PDF Designs’ section of the Settings console. To help approvers decide if a shop order should be approved, the fields of the shop order lines of a request for purchase are now made available for PDF designs.


A Letter From Our CEO: Our Path Forward
When I joined Xurrent as CEO in February, I made a commitment to myself before I made any commitments publicly: I would listen before I led. I would get in front of customers, sit down with our partners, and spend real time with the incredible team that built this platform — before I said a word about where I thought we were going.
3 Min Read
March 9, 2026
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