Enabling email approval

You can enable email for an approval step in the life cycle of a case. By providing different channels of communication, you can allow users to accept, reject, or take other actions on a case without logging in to your application.

  1. Ensure that you have at least one email account in your application that is configured to send and receive emails by performing one of the following tasks:
  2. In the navigation panel, click Case types, and then click the name of a case type.
  3. On the Workflow tab, click Life cycle.
  4. Click an approval step.

    For more information about adding an approval step to a case, see Requesting approval from a user.

  5. Select the Enable email approval check box.
  6. Click Save.