Approve or reject an application

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In approval workflows, users with the required permissions to approve applications can do so from the applications dashboard.

When you receive an application, you can do one of three actions:

  • Approve the application as it is
  • Reject the application as it is
  • Comment on the application to ask for clarification or leave other notes

Approve an application

To approve an application, follow these steps:

  1. Go to the applications dashboard.
  2. Find the application (you may need to click View all x in order to do this).
  3. Click the Respond button. 
  4. In the Actions tab in the right-hand panel, click Approve

Reject an application

When rejecting an application you will need to give a reason. Follow these steps to reject an application:

  1. Go to the applications dashboard.
  2. Find the application (you may need to click View all x in order to do this).
  3. Click the Respond button. 
  4. In the Actions tab in the right-hand panel, click Reject
  5. Enter the reason for rejecting the application. This will be added as a comment.
  6. Click Confirm

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