Before you begin
Requests and approvals depend on the client-app extensions installed in the workspace.
Recommended workflow
Check the available feature and permissions, then test a non-sensitive request end to end. Confirm that the appropriate team member receives it.
Verify the result
Confirm the intended client, workspace and access scope. Menu labels can vary with the installed modules and their version.
Important
Do not assume an approval has legal-signature status merely because it was recorded in a portal.
When you need help
Share the workspace address, module name, approximate time and a redacted screenshot. Do not share passwords, access tokens or client documents in a public support channel.
Need help with this workflow?
Include the article title and your installed module when contacting the team. Please redact confidential details.
Contact the team