Approving or Rejecting Records Through Email Approval

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

The following steps apply to all approver types except the Final Approver.

Important:

Approval actions by approvers using roles with Core Administration Permissions aren’t currently supported.

To approve or reject a record:

1. Open the email message.

2. Click View Record in the email.

3. Open the attached PDF file to review the record’s details, or click View.

4. Click the link in the email.

   • Approve – Click Approve, then Send. You don’t need to add remarks, and anything you write in the email body won’t be saved.

     The record is either approved or sent to the next approver by email. If your action is valid, it’s logged in the email approval log.

   • Reject – Click Reject, enter a reason in your email reply, and click Send. If your reply is valid, it’s logged too.

     Note:

     The rejection reason can’t be longer than 4,000 characters.

Depending on how gatekeeping is set up for email approver actions, your approval may be reviewed before it’s implemented. For more information, 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