In this section, we will review the following topics:
- How to manage approvals
- How to filter approvals
- How to use approval folders
- How to check the approval process
- How to fill or reject envelopes
Approval is a module with the functionality of viewing the list, filtering and searching for envelopes for approval.
- Access to this menu is possible only if you have the appropriate access rights
- On this page, the user can view the folders (on the left)
- Filters and searches that the user can use (at the top)
- On the main screen, the user can view a table with a list of envelopes according to the set filters or search query
Filters are automatically set on the page URL, so the user can copy/send the page URL to another user, and the user can view the filtered content from the URL.
- At the bottom of the page, the user can view the pagination for the page with the list of changes
- When you click on the status, a pop-up tooltip displays the entire history of the envelope approval process
When the user clicks the Show more button in the tooltip, the user is shown the comments of the approvers
