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  • All workspaces that require approval are listed in this tab.

  • Users who do not have the Create Workspace permission can request to have a workspace created.

  • A user specified as an approver can either approve or deny the request.

    • The approval step can be added when configuring the request workflow.

Expand
titleConfiguring an Approval Email Template

Configuring an Approval Email Template

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  1. Navigate to Administration.

  2. Click on Email Templates.

  3. Click Add Template.

  4. Type in the following information:

Field

Description

Template Name

Give a name for the template. Required.

Template Type

Select the type of the template. Can be Analytics or Request Workflow. Required field.

Query Type

Select the type of the query to use in the email. The type can be: Workspace, Team, Channel, OneDrive, Request Access, or Grant Access. Required field.

Table Column

Sets the columns of the table in the body of the email. For example, if you want Matters in a column, select MatterId. Required field.

Email Subject

Put a subject in the line. You can use placeholders to dynamically pull metadata to the subject. For example, if you want the subject to be Approval for Matter Number 123, the subject you’d put as Approval for Matter Number {matterid}

Write custom EJS

Check to allow custom scripting. Paste your query into it.

Email Body

Type the body text of the email here.

  1. Once a job has been submitted for approval, the approver will get an email with the request. At that point, the approver can go to the Approvals tab to accept the request.

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  1. From the list of approvals, the approver can click on a request to either accept it or deny it.

Configuring Workspace Approval

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