Approvals: you decide what goes out
Before Corgent sends an email or changes something in your apps, it asks you, unless you decide otherwise. You see exactly what would happen, and you decide.
How an approval works
- 01
A proposal, not a send
Chat and colleagues prepare emails and changes. Only what you approve goes out.
- 02
What matters at a glance
A mail approval shows recipients, subject and sender in plain view, with the text.
- 03
In one place
Open approvals collect under Approvals. You approve or decline, and Corgent carries it out.
Questions about approvals
Do I have to approve every email?
Email from tasks always goes through an approval. A colleague at the Probation and Clerk trust levels asks before every message; only with Power of attorney may it send on its own, within your rules.
What happens if I decline?
Then nothing goes out. The run records that you declined.
Hand over work, keep control
Corgent prepares, you approve.