Approval management

Manage approvals in Approval.

Use folders, filters, and bulk actions to process envelopes.

Access

You need the correct permissions to open Approval.

Page layout

Folders

Use folders on the left to switch approval views.

Use filters and search at the top of the page.

Approval list

The table shows envelopes based on the selected filters and search query.

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Filters are stored in the page URL.

You can copy the URL to share the same filtered view with another user.

Pagination

Use pagination at the bottom to switch pages in the approval list.

Approval history

Click an envelope Status.

A tooltip shows the full approval history.

Click in the tooltip to see approver comments.

Approve or reject several approvals

You can approve or reject multiple items from the list.

  1. Open the Approve or Urgent tab.

  2. Select approvals you want to process.

  3. In the table header, click the Approve or Reject icon.

  4. In the modal window, add a comment or leave it blank.

  5. Confirm the action.

The modal shows the results after processing all selected approvals.

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