> 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

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

{% 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="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2FPE0FTaaR2nkCzjtyYKqp%2FapproveJoan.gif?alt=media&amp;token=8f33d95d-16e9-4379-920f-f072bae0e8ff" 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="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2FKqqwuLqPuRHE6RyieUkj%2Fimage.png?alt=media&amp;token=410d95f4-78e8-4f15-9235-8329c728d716" 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="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2Ft5rv2edT06OXaiEhVkyI%2Fimage.png?alt=media&amp;token=d2e518f0-8da3-4ea9-8748-4246d7d59142" 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="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2FvaLcQ0cRoy6WLh0k8at9%2Fapprovejoancreate.gif?alt=media&amp;token=598f0e44-a753-4500-9ea6-0ccef7695cfb" alt=""><figcaption></figcaption></figure>

1. In the approval dialog, click the <img src="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2FpMbs8Lg9si06eP6QeGoe%2Fimage.png?alt=media&amp;token=de24bc99-0d05-45a8-83ac-16f5c63bdb28" 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="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2FFttC3FtlJxI2kZNUwkOR%2Fimage.png?alt=media&amp;token=97e1e700-3a5e-4a8e-a2ea-6356d1230009" alt="" data-size="line"> icon. To remove an approver, click the <img src="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2FiPMvpXrun39SUlsMmM7S%2Fimage.png?alt=media&amp;token=af18d770-a433-459e-9879-c4bc39dad8c8" alt="" data-size="line"> icon.
5. Repeat for each approver.
6. Click the <img src="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2FXftzxe3W6Mc40IOZHU9V%2Fimage.png?alt=media&amp;token=79c97277-4569-4d2b-a1f4-76de59abb71d" 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="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2FA3QHdtABz1FpBOMoH73A%2Fimage.png?alt=media&amp;token=9d433a37-8493-4d16-bd1a-8d2694ff10ef" alt="" width="300"><figcaption></figcaption></figure>
{% endcolumn %}
{% endcolumns %}

#### Grant access to selected mailboxes

{% columns %}
{% column %}

1. Click the **Edit** <img src="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2F77dnyuvhQWgXzyfXbhVz%2Fimage.png?alt=media&amp;token=3121d6ea-4234-4631-a99f-d16254eb351c" 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="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2FxAXcAGmLt6OZqB78mODm%2Fimage.png?alt=media&amp;token=df185273-4c90-410a-a025-35eb1190f214" 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="https://2962383972-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FoqUiFHjwtCCGSaEDqbXb%2Fuploads%2Ftn6xXxyWDfXtiEvNCgtR%2Fimage.png?alt=media&amp;token=e735e56f-ed5b-4203-89ab-494139adc839" 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

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