How to Send an Envelope for Approval

This document describes how to send envelopes for approval, create and manage approval routes, and understand the approval flow and its limitations in DocStudio.

You can send envelopes for approval only with these statuses:

• Draft

• Waiting

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. — Optional: mark the envelope as urgent.

4. Click the button.

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

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.

You can’t set an approver mailbox that:

• participates in the envelope processing flow

• is a duplicate mailbox already used in the approval route

Set route access

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.

You can see approver statuses and comments there.

Limitations

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

Only the last approval run is shown in the UI. Previous approval history is available via API.

What approvers can do

Approvers can approve or reject the envelope. They can also 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 approver.

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