File approval in the Documents area

Send a document approval request

In Documents, select
Communications
.
Select
Add
, then select
Approval Request
.
Choose the client.
Choose an existing contact or add a new recipient, then choose to send the approval request via email or Client Center.
note
You can send an approval request for up to 4 recipients.
The Send via Client Center checkbox will only be enabled if the recipient is an Individual and has a relationship with the selected client.
Unregistered recipients receive a registration invitation from Client Center.
Select
Add Document
. You can include up to 10 approval documents in a single approval request.
note
Documents that are sent for approval are automatically locked by the application, indicated by a Lock icon. In Client Documents, you can select Manage, then Unlock to release the selected document lock.
Choose the
Due Date
and
Expiration date
.
You can tick the checkbox in the Security Options section to create a password as a requirement for the recipient to approve the files via email.
note
We recommend that you verbally notify the recipient of the password.
Enter the appropriate information in the Email Subject field and Message pane.
Do not modify the variable text, denoted within square brackets, for the Sender names and Expiration Period or the information may not appear correctly in the file link message.
Select
Send
.

Resend an approval link via email

In Documents, select
Communications
.
Choose the communication and select
Edit
.
Select
Resend Email
.
Select
Send
.

Delete approval request

In Documents, select
Communications
.
Choose the communication and select
Delete
.
Select
Delete
again to confirm.
note
If you click a link that has been revoked,
Link is invalid or has expired
will display.

Next Step