When an Approval request is sent out, Approvers receive the requests via email.  There are a number of ways that the User can action and Approval request:


Actioning Approval Requests via a record


An Approver can action an Approval request via the entity record i.e the Contract, Document or Party record.  Open the record and if there is an Approval request for the User then the top right section will display the [Approval Activity] option.



  • Click on the [Approval Activity] option
  • Select either [Approve] or [Reject]
  • If the 'Confirmation Required' option has been switched on in Approval Configuration, the Approver will be presented with an additional screen and must [Confirm] to continue with the action


  • Add a Note for the Approve / Reject action 
  • Click [Approve] / [Reject] to process



  • Add a Note for the Approve / Reject action 
  • Click [Approve] / [Reject] to process
  • An Approval transaction record is created for this action 
  • The status of the Approval will be updated accordingly
  • If Approved, the current Approver will receive email confirmation of their action and the next Approver will receive email notification that their Approval is required 
  • If Rejected, then the current Approver will receive email confirmation of their action and all previous Approvers will receive email notification
  • The Submitter will receive email notification that this Approver has actioned the request


Actioning Approval Requests via the Approval Feature


Approver can action the Approval request via the Approvals option in the Navigation bar.  If there is an Approval outstanding for the Approver then there will be a red circle with the number of outstanding Approvals numbered.


Clicks on the red circle and the Approval Summary screen will be displayed with the view of 'Approvals Requiring my Attention' and all Approvals requiring the Approvers processing will be listed.  



Approval via Approval Summary Screen


The Approver can action the Approve request via the Approval summary screen using the 'tick' option to the left of an Approval record. 



If the tick appears then they can access the [Approval Activity] screen 

  • Click [Approve] / [Reject] to process



Approval from an Approval Record


If the User opens up an Approval record they they can review the full details of the Approval request along with viewing the Approval status and the Approval Transaction Notes.


  • Click on the [Approval Activity] option on the top right



  • Click [Approve] / [Reject] to process



When the last Approver has actioned the Approval request the Submitter and everyone in the Approval Route will receive an email with a summary of all the Approval transactions, containing who actioned the Approval request and their Notes entered.



Note: Approval requests are subject to Security, if you have been assigned an Approval and when actioned you receive a Forbidden message, this will be because you do not have the correct Security credentials to view the record and approve.  Please contact your Administrator to adjust you Security access.