How to Use Saved Replies When Approving and Rejecting Documents

Users: Administrators

This video illustrates how administrators can use saved replies when approving and rejecting documents

When approving or rejecting a document, you'll have access to a notes box. Type a message in that notes box and click "Create" to create a saved reply to use later. When you review another document later, you can click on the template and click "Apply" to add the template to the notes box for you.

For more information on how to update and delete existing templates, please see the video above.

For additional information on approving and rejecting forms, see the related article below.