How to Manage Envelope Approvals

Page layout

Folders:

Use folders on the left to switch approval views.

Filters and search:

Use filters and search at the top of the page.

Filters are stored in the page URL.

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

Approval list:

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

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 the Show more option 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 the approvals you want to process.

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

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

5. Confirm the action.

The modal shows the results after processing all selected approvals.