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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 a week 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.
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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.
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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.
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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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