How Do Approvers Complete Their Tasks?

November 23, 2021

An approver will receive an email notifying them that they need to evaluate a submission. When the approver clicks on Approve or Deny, or chooses More Actions, they will be redirected to Jotform Inbox. By default, before visiting Inbox, they must log in to their account.

approval-notification

You can disable the required login option for the selected approver: 

  1. Click on the gear icon. 
  2. Disable Require login for approver.

Once you’ve disabled this option, the approver can Approve or Deny without logging in.

require-login-approver

In Inbox, approvers can see the Pending Approvals tab and a special tag next to the submission’s name. For example, a blue tag that says Action Required

At the bottom are buttons to approve or deny. If Allow Comment is enabled, the approver can provide comments prior to clicking the buttons. If Allow Reassign is enabled, the approver can see the Reassign button next to the Approve and Deny buttons. 

inbox-comment-field

The approval logs, including reassignment comments, are visible at the bottom of each approved request. Print and Download buttons are located on the top right side of the page.

print-and-download

The approver can also download all pending or completed approvals by checking the Select All box and clicking the Download All button.

inbox-download-all
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