File approval in the Documents area

Send a document approval request

In Documents, select
Communications
.
Select
Add
, then select
Approval Request
.
Select the client.
Select an existing contact or add a new recipient, then select 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.
Select the
Due Date
and
Expiration date
.
You can select 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.
Don’t 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
.
Select the communication and then
Edit
.
Select
Resend Email
.
Select
Send
.

Delete approval request

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If you select a link that has been revoked,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

Next step