Approvals

Some documents shouldn't go through without a sign-off — a large purchase order, a stock transfer, a discount above a threshold. Nama's approvals system lets you route any record through one or more approval steps, decide who approves at each step, and notify them by email, SMS, or in-app message. Start with the full definition guide, and grab a ready-made email template.

Approvals

✅Approvals System — Approval Definition Full GuideThe complete walkthrough: approval definitions, steps, responsible parties, conditions, and the lifecycle of an approval case.✉️Sample Approval Email TemplatesReady-to-use, good-looking email templates with clickable approve, reject, and return buttons you can paste into an approval rule.🧑‍💼Responsibilities, Special Responsibles and DelegationRoute approvals to roles instead of names, find the approver from the document, and hand work to a stand-in while someone is away.