How-to
Approvals
Approvals are decisions waiting on you. Accept or reject them here.
Where it is
Section titled “Where it is”Sidebar, Workspace, then Approvals.
What you do
Section titled “What you do”Open the approval, read what it will change, and accept or reject it. Rejecting stops that step. It does not delete the underlying record. The person who submitted it still has the deal, notice, or document.
Which steps require approval is a process the firm configured, not a fixed Capsure list.