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