How to Manage Envelope Approvals

Use the Approval page to review incoming approvals, track approval history, and process several items at once.

Approval page overview

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 to open the approval history tooltip.

You can:

• Use the tooltip to review the full approval chain for the selected envelope.

• Click Show more to read approver comments.

Approve or reject several approvals

1. Open the to 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.

Related topics

See How to Send an Envelope for Approval and How to Send Multiple Envelopes for Approval.