> For the complete documentation index, see [llms.txt](https://support.docstudio.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.docstudio.com/user/envelope-approvals-and-delegation/envelope-approvals/how-to-send-an-envelope-for-approval.md).

# How to Send an Envelope for Approval

{% hint style="info" %}

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

See the [Glossary](/glossary/glossary.md) for DocStudio term definitions.
{% endhint %}

### Approver vs Signer

{% hint style="warning" %}
You can send envelopes for approval only with these statuses:

* Draft
* Waiting
  {% endhint %}

**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

<figure><img src="/files/U5Q9AYo7AHXCI56qZlAj" alt=""><figcaption></figcaption></figure>

1. Open a draft envelope or an envelope in **Waiting** status.
2. In the header (top-right), click the **Approval** <img src="/files/LoxMwkDGDJCEnuqQ8QSg" alt="" data-size="line"> icon.
3. In the dialog, select a saved route.
4. Optional: mark the envelope as urgent.
5. Click the <img src="/files/sFJTVbrU62l0cu5oJjic" alt="" data-size="line"> button.

{% hint style="info" %}
You can search routes by name. Use the info icon next to a route to view details.
{% endhint %}

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

### Create an approval route

<figure><img src="/files/BsEaEEOgtc6QSOHlocZ8" alt=""><figcaption></figcaption></figure>

1. In the approval dialog, click the <img src="/files/8uqrzgUOeEOGckq5k7UR" alt="" data-size="line"> button.
2. Enter the route name.
3. In **Approver** and **Mailbox**, select the approver mailbox (search by name or UUID).
4. Click the **Add** <img src="/files/aDoUuieHFOgcYpVmILRg" alt="" data-size="line"> icon. To remove an approver, click the <img src="/files/3HzfBnA7BWsNMrJ6w78O" alt="" data-size="line"> icon.
5. Repeat for each approver.
6. Click the <img src="/files/AT5NRnpswwA7kmSYflzd" alt="" data-size="line"> icon.

Approvers follow the order defined in the route.

{% hint style="warning" %}
You can’t set an approver mailbox that:

* already participates in the envelope processing flow
* is already used in the same approval route
  {% endhint %}

### Set route access

Configure route access after you create the route.

{% columns %}
{% column width="41.66666666666667%" %}
You can share a route with:

* selected mailboxes in your account
* all mailboxes in your account
  {% endcolumn %}

{% column width="58.33333333333333%" %}

<figure><img src="/files/GxT0T3Vmby0Sy275rNEA" alt="" width="300"><figcaption></figcaption></figure>
{% endcolumn %}
{% endcolumns %}

#### Grant access to selected mailboxes

{% columns %}
{% column %}

1. Click the **Edit** <img src="/files/GSfrQsZmaUK4tES6hxZR" alt="" data-size="line"> icon to edit access for **Selected mailboxes**.
2. Enter a mailbox name.
3. Save the changes.
   {% endcolumn %}

{% column %}

<figure><img src="/files/FAbYNVIiJdH3OdNPAF4v" alt=""><figcaption></figcaption></figure>
{% endcolumn %}
{% endcolumns %}

### View the approval flow in an envelope

1. Open an envelope in **On approval** status.
2. Scroll to **Approval flow**.
3. Expand the section.

<figure><img src="/files/kHX69JgdXPsBEub9GwXY" alt=""><figcaption></figcaption></figure>

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

See [How to Send Multiple Envelopes for Approval](/user/envelope-approvals-and-delegation/envelope-approvals/how-to-send-multiple-envelopes-for-approval.md) and [How to Manage Envelope Approvals](/user/envelope-approvals-and-delegation/envelope-approvals/how-to-manage-envelope-approvals.md).
