intelligentcontract

To action an Approval request, Users do not have to log into their intelligentcontract account in order to do so, a pre-portal page can be activated to provide the User will relevant information to allow them to make an informed decision to either Approve or Reject the request.

This pre-portal page will be displayed when the configuration option 'Approval Portal Enabled' is set to 'Yes'

Administrators can control which fields are visible to users on this pre-portal page using the Approval Template form.  

The fields that are selected here will be presented to the User on the pre-portal along with [Review], [Reject] and [Approve] buttons.

As Approvals can be sent for multiple entities a tab for each is displayed.

The first tab is the generic Approval entity and will be displayed on all Approval requests regardless of the entity the Approval is sent for.

• The Options section will list all fields available for selection on the portal.  This contains all the record related fields based upon the tab you have selected.
• Choose the fields that you would like displayed on the pre-portal screen for each tab using drag and drop . 
• You can change the field names by double clicking in the field, this will open up the field name for editing
• Save each time a tab selection is complete            

Tip: Because emails can be intercepted by 3^rd parties, it may be possible that data presented for approval/rejection may by accessed an unintended 3^rd party. Although the risk is small, it is advised that you limit the data presented in the template and/or set the system so that a user’s password is required before approving or rejecting a transaction.

When Approvers receive an Approval request they will receiver an email as below.

When they click on the [Review] button it will take them to the Approval submission screen where they can review the information provided via the Approval template.

The generic Approval fields will display in the first section and the more specific entity related fields will appear in the second.

Fig

The Approver can [Approve] or [Reject] the request using the buttons on the submission form, if they wish to have more information they can press the [Full Review] button which will then take them to the appropriate record in the account.

[Full Review] access may require the User to provide their Username and Password depending on your Approval settings.