How to use this page
- 1 Open Pending Approvals from the sidebar.
- 2 Filter to actionable, stale, high-priority, active, locked, acted, returned, or rejected rows.
- 3 Open the request before approving so you can inspect the document and context.
- 4 Use Approve only when the document, budget, signatories, and supporting details are correct.
- 5 Use Return when the creator needs to revise, and write a note they can act on.
Good approval hygiene
- Do not approve from a table row alone.
- Check prior signatories and return history when a request looks unusual.
- Return early if required documents, figures, or signatures are missing.