Send an Approval Reminder Email

You can send a reminder to an approver for a pending approval item.
  1. Navigate to the Approvals page in the Manager view.
  2. Locate the request or engagement item using the tabs and/or search functionality.
  3. In the Approval column, click the item's blue text.
  4. Click Contact Approver.
  5. In the Send Approval Reminder Email pop-up, configure the following fields:

    • Subject - Enter text that describes the reminder.
    • Message - Enter text for the message body.

    These fields are automatically populated, and you can modify them as needed.

  6. Optional: Select the Send a Copy to Me check box to receive a copy of the email.
  7. Click Send.