Approving or Rejecting Records Through Email Approval

You can use the email notifications generated by SuiteApprovals to approve or reject records using links in the email.

The following procedure applies to all approver types except the Final Approver.

Important:

Approval actions by approvers using roles with Core Administration Permissions are not currently supported.

To approve or reject a record:

1. Open the email message.

2. Click View Record in the email body.

3. Open the attached PDF file of the record to review its details or click View.

4. Click the corresponding link in the email body.

   • Approve – Click Approve and click Send. Remarks for approval are not required, and any remarks you write in the body of the email will not be saved.

     The record is either approved or routed to the next approver, if any, by email. A record of your action, if valid, is entered in the email approval log.

   • Reject – Click Reject, enter a reject reason in your email reply, and then click Send. Your reply, if valid, is likewise logged.

     Note:

     Description of the rejection reason must not exceed 4,000 characters.

Depending on the gatekeeping setup for email approver actions, your approval may be reviewed before implementation. See Creating Approval Rules for Email Approval Logs.

Related Topics

Email Approvals

Prerequisites for Email Approvals

Setting Up Script Deployment for Email Approval

Providing Access to Email Approval Log

Creating Approval Rules for Email Approval Logs

Best Practices for SuiteApprovals Email Responses

Managing the Email Approval Log

General Notices