Conga Product Documentation

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My Approvals

You can access Approvals directly from your Revenue Lifecycle Cloud instance, or you may respond to approval requests sent to you as email notifications.

Entering from the Revenue Lifecycle Cloud takes you to the My Approvals page.

The My Approvals screen is divided into two sections. The left panel shows a list of approval requests, including the approver's name and the current status of each request, such as "Assigned" or "Not Submitted." The right panel displays the details of the selected request, including the approver's information, sequence, and any related approval notes. You can also take actions like Approve, Reject, Reassign, Recall, or Add Approver from this panel.

Note: Approval details such as Sequence, Sub-sequence, Delegate Approver, Approval Details, and Approval Dependency fields are visible only when the Display a Simpler View of Request Detail custom configuration setting is turned off.