Document Uploads:
Upload various file types, including PDFs, DOCX, images, and even video or audio files, to create an Approval package. Recipients approve the entire package as a whole.

Flexible Approver Options:
Assign one or multiple approvers and specify whether everyone or just anyone must approve.

Recipient Notifications:
Send requests directly via email with links to access and approve documents in their personalized Client Portal.

Reminders:
Schedule gentle, urgent, or custom reminders to ensure recipients complete the approval on time.

Client Portal Access:
Recipients with a Client Portal account can view and download both current and past Approval requests under the eSignatures & Approvals tab.

Progress Tracking:
Karbon tracks each action related to the Approval request, such as when it’s sent, viewed, or approved, and logs these updates in the work item.

Integration with Work Items:
Approved documents are automatically linked to the Documents tab of the related Work Item.

Create an Approval Request:
Add an Approval task to a Work Item from the Add Task dropdown menu and label it with a descriptive name.

Upload Documents:
Attach one or more files to the Approval package. The package name can be customized for easy identification by recipients.

Select Approvers:
Choose approvers from your client list. Approval requests are sent to the primary email address of each selected recipient.

Send the Request:
Customize the email message if needed and send the request to your recipients. You can also configure reminders to prompt approvers if they don’t respond.

Monitor Progress:
Use the activity log in Karbon to track when the package is sent, viewed, and approved.

Complete the Task:
Once approved, the task is marked as complete, and the approved documents are accessible in the Documents tab or the work item view.