Document Approval Through Email

When a document approval request is submitted to the approver, an email is automatically sent to the approver’s email address for the Transaction and Site to which the approver belongs. Users can also configure the exact Location and Department while creating or modifying the user details.

The email approval hierarchy does not allow for skipping approval levels.

The email sent to the approver recipient contains the hyperlink to approve/deny/hold the request. The hyperlink directs the user to the webpage that contains the necessary information related the request pending for approval.

 

Sample Email for Requisition Approval

Once approver clicks Approve, the following confirmation pop-up appears:

After clicking Confirm, the following screen appears: