Demo Buy

Submit the email for approval

With Send for approval in the send preview, the user submits the email for approval by one or more teammates before sending. Once an approver approves, the email is sent automatically; if they request a revision, the sender edits the email and submits it again. Details of the flow send review is explained on the page.

  • User with write permission in the mailbox

How to submit the email for approval?

The user submits the email for approval by one or more teammates before sending it using Send for approval in the send preview. Who can do this: A user with write permission in the mailbox. An "Email sent for approval." notification appears and a notification is sent to the approvers. When an approver approves, the email is sent automatically; if they request a revision, the sender edits the email and submits it again.

Submitting for approval

  1. Write the email, click Preview and Send, then Send with approval.

  2. Select one or more people from the Select approvers list 1.

  3. If you selected multiple people, select All must approve (AND) or One is enough (OR) 2. The line below summarises when the email will be sent.

  4. Click Send for approval 3.

Send with approval: the list where approvers are selected and the All must approve / One is enough choice
  1. 1Select approvers
  2. 2All or one
  3. 3Submits for approval
Approver selection, with demo data.

Tracking approval status

  1. Open Pending approvals on the left and switch to the Sent by me tab 1.

  2. Click the request 2. On the right, the status (Awaiting approval, Revision requested, Sent, Rejected) and History showing who decided and when are displayed.

  3. If a revision is requested, click Edit, correct the subject and body, and select Send for approval again. To withdraw the request, click Cancel 3.

Pending approvals, Sent tab: emails you sent for approval, their statuses and the Cancel button
  1. 1Emails you sent for approval
  2. 2Status and history
  3. 3Withdraws the request
Sent tab, with demo data.
Result The notification "Mail sent for approval." appears and approvers receive a notification. The approved mail is sent automatically; the decision reaches you as a notification.
Note A person who has never signed in to the system is marked separately in the list; they can be selected, but must sign in first to make a decision. Attachments remain the same during editing; large file links cannot be used in emails submitted for approval.

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