Approval and Rejection of Requests
Based on the approval process configuration, if an approval request is initiated and you are the assigned approver for the request, you receive an approval notification email. You can choose to approve the request from the My Approvals page or respond to the notification itself.
Approving or Rejecting a Request from the My Approvals Page
These instructions assume you have accessed Approvals from a Conga Cloud product, as described in the relevant product documentation.
From the My Approvals page, you can approve or reject requests from the following locations:
Approve or Reject from the Top Right Corner
Open a request and use the Approve or Reject buttons in the top-right corner of the request details page. You can use these options to act on a single request or on multiple selected requests.
Approve or Reject from the Left Panel
You can also manage requests directly from the left navigation panel:
Use the Approve (✔) or Reject (✖) icons next to an individual request.
Select one or more requests and use the bottom action bar to approve or reject them in bulk.
For both approval and rejection, you are prompted to enter comments before confirming your action. After you confirm by selecting Approve or Reject, the action cannot be undone.
Approving or Rejecting a Request from Email
The system processes the action based on the responder's input and, in case of failure, sends an email with the appropriate reason.
Recommendations for Receiving Emails
If you are using classic Outlook and have the option to upgrade to New Outlook, Conga recommends you do so.
In your email client, enable Include original message text for "Replies and forwards" as shown in this link: Change how the original message appears in replies and forwards - Microsoft Support
Every Approval email has critical identifier information. Do not alter it in your replies.