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How to Approve a Document via Email, Mobile App, or Website?
How to Approve a Document via Email, Mobile App, or Website?

This guide explains the steps to approve a document and makes it easier for approvers to approve in different feasible ways.

Updated over 4 months ago

Prerequisites

  • Must be an assigned approver in ProcureDesk.

Different ways of Approving:

Approve from Email

  1. Open the approval request email.

  2. Choose the provided options at the end of the email to approve or reject the request.

Use the Mobile App

  1. Download the ProcureDesk app from the App Store or Google Play.

  2. Use the app to approve or reject requisitions.

Log in to ProcureDesk to Approve

  1. Log in to ProcureDesk.

  2. Go to the approval dashboard.

  3. Click on "Approve" or "Reject" for the specific document.

FAQs and Troubleshooting

  1. What if I don't see the approval email?

    • Check your spam or junk folder. Ensure your email address is correctly registered in ProcureDesk.

  2. Why can't I see the approval request in the mobile app?

    • Ensure your app is updated to the latest version or reach out to ProcureDesk Support for further assistance.

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