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Approve or request revisions to submitted email

The approver reads the email submitted to them, along with its attachments, in the Pending approvals list and decides: Approve sends the email, Request revision tells the sender what needs to change, Reject closes the request. Each decision is written to the request history along with who made it.

  • The user selected as approver

How to approve an email submitted for your approval or request a revision?

The approver reads the email presented to them in the Pending Approvals list together with its attachments and decides: Approve sends the email, Request revision tells the sender what needs to change, Reject closes the request. Who can do this: The user selected as approver. The email you approve is sent; if there are multiple approvers, it is sent once the required approvals are complete and the number of people who approved is shown on the screen.

Steps

  1. Open Pending approvals on the left; the Awaiting my approval tab is selected by default 1.

  2. Click a request in the list 2. The email text, recipients and attachments appear on the right; you can open attachments with Preview or Download.

  3. If the email is appropriate, click Approve 3.

  4. If changes are needed, click Request revision 4, enter your request in the What should change? field and select Send revision request. To not send the email at all, click Reject; you can optionally enter a brief reason.

Pending approvals: on the left, emails awaiting your approval; on the right, the content and attachments of the selected email and the Approve, Request revision and Reject buttons
  1. 1Items awaiting your approval
  2. 2Select the request
  3. 3Approves and sends
  4. 4Requires change
Pending approvals, with demo data.
Result The mail you approve is sent; if there are multiple approvers, it is sent once the required approvals are complete, and the screen shows how many people approved. Your decision is sent to the sender as a notification.
If attachments cannot be read at that momentIf the email's attachments cannot be read due to a temporary issue at the moment you approve, the email is not sent and the request is not lost: it returns to those awaiting approval, with the reason shown on the request. You just need to click Approve again shortly.
TipWhen the sender resubmits the email after revision, the request appears in your list again; the previous and final versions of the email are shown side by side.

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