Approvals

To create a new approval, start with the title. You’ll have the option to add an attachment, description, and due date. Add an assignee using their name, email, or phone number. You’ll have the option to view a preview of the approval. Select next, and add the approval to an existing conversation, or create a new conversation. Click send approval and the approval action item will be added to a conversation, and the assignee will be notified. You’ll have the option to save this file request as a template in your content library to use again easily.

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