How do I complete actions?

  • Created : 10/2/2020 11:18:56 AM
  • Updated : 2/1/2022 7:50:50 AM
    • All the mails that have pending actions from you can be accessed from your inbox and have the status 'Outstanding'
    • Depending on the response required chosen while sending a mail, recipients get different options while completing their actions.

    Response Required: Approve

    • When a mail is sent for Approval, the recipients have these options while completing their action:-

    1) Approve

    2) Approve with Comments

    3) Reject

    4) Approve with Stamping (only applicable in mails where signing of files is required)

    •  The recipients can also add a comment and attach additional/supporting files while completing their action.

    Response Required: Acknowledge

    • When a mail is sent for Acknowledgement, the recipients can add a comment and complete their action 

    Response Required: Accept

    • When a mail is sent for Acceptance, the recipients have three options while completing their action:-

    1) Accept

    2) Accept with Comments

    3) Decline

    •  The recipients can also add a comment while completing their action. 

    Response Required: Review

    • When a mail is sent for Review, the recipients can add a comment and complete their action 

    Response Required: Request\RFI

    • When the mail is sent with the response required Request\RFI, the recipients can add a comment and complete their action 

     Note: These are configurable and can be changed to accommodate your project's way of working. Please reach out to us if you want any changes.