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What Approvers See: The Approval Experience

Jul 31, 20261 min read

If you're about to make someone an approver — or you've just become one — here's exactly what that role looks like from the inside. 

The Approver's Flow 

1.  An email arrives, styled like a signing invitation but asking for review

2.  The document opens in a read-focused view — no fields to fill; approvers evaluate, they don't sign. 

3.  Two buttons: Approve or Reject, each with an optional note (for rejections, the note is effectively required — the sender needs to know why). 

4.  Done. The approver's part is over in minutes. 

What Happens With Their Decision 

•  Approve → signing invitations go out automatically; the approver can track the request to completion if they wish. 

•  Reject → the request stops before any signer is contacted; the sender gets the reason and fixes accordingly. 

•  Either way, the decision is timestamped in the audit trail with the approver's identity — governance with receipts. 

Note: Identity verification (Email OTP) applies to approvers too, if the sender set it on their row. 

Need More Help?

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