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How to Send an Envelope for Approval

This document explains how to send an envelope for approval, create an approval route, and review the approval flow in the envelope.

  • Approval — An additional review flow that runs alongside the main envelope processing flow.

See the Glossary for DocStudio term definitions.

Approver vs Signer

You can send envelopes for approval only with these statuses:

  • Draft

  • Waiting

Approver and Signer are different roles:

  • Approver — decides whether the envelope can move to the next step

  • Signer — signs the document

Send an envelope for approval

  1. Open a draft envelope or an envelope in Waiting status.

  2. In the header (top-right), click the Approval icon.

  3. In the dialog, select a saved route.

  4. Optional: mark the envelope as urgent.

  5. Click the button.

You can search routes by name. Use the info icon next to a route to view details.

After you send the envelope for approval, it moves to On approval status.

Create an approval route

  1. In the approval dialog, click the button.

  2. Enter the route name.

  3. In Approver and Mailbox, select the approver mailbox (search by name or UUID).

  4. Click the Add icon. To remove an approver, click the icon.

  5. Repeat for each approver.

  6. Click the icon.

Approvers follow the order defined in the route.

You can’t set an approver mailbox that:

  • already participates in the envelope processing flow

  • is already used in the same approval route

Set route access

Configure route access after you create the route.

You can share a route with:

  • selected mailboxes in your account

  • all mailboxes in your account

Grant access to selected mailboxes

  1. Click the Edit icon to edit access for Selected mailboxes.

  2. Enter a mailbox name.

  3. Save the changes.

View the approval flow in an envelope

  1. Open an envelope in On approval status.

  2. Scroll to Approval flow.

  3. Expand the section.

Use this section to track approver statuses and comments.

What approvers can do

Approvers can approve or reject the envelope and add a comment.

  • If an approver rejects the envelope, the approval flow ends with Rejected status.

  • If an approver approves the envelope, the flow continues to the next recepient.

  • When the flow finishes, the envelope returns to Waiting status.

Limitations

  • While an envelope is On approval, the user who started the approval can’t continue processing it.

  • The UI shows only the latest approval run.

  • Previous approval runs are available through the API.

Related topics

PreviousEnvelope Approvals
NextHow to Send Multiple Envelopes for Approval

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