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Sending an Email Job with Approval Required

Sending an Email Job with Approval Required

An email job may be setup by one staff member and then automatically sent to another for Approval.

To do this perform the following:

  1. Create the email job

  2. Click the Schedule tab and tick the Approval option

  3.  

  4. Select the staff member who must approve the job from the drop down list

  5. Click the Send button

The system will then send an email to the person noted as the Approver, which includes a link.

  1. When the link is clicked the system will display a list of all of the Email Jobs that must be approved by this staff member.

  2. The staff member must edit the email job (clicking the blue edit arrow), review the content of the job and if the email job can be sent, they select the Schedule tab and tick the Approved flag.

  3. They must then click the Send button.

If the job is NOT approved:

  1. The staff member just select another staff member from the drop down list and this will then return the job to the originator.

 

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