Send approvals to external participants

If the approval record must be sent to an external recipient, the sender should be aware that the approval document and the approval information are not included when the record is sent as an ordinary email.

Click on Export as PDF in the “Approval” tab or on Create record as PDF in the “Record” tab to generate a PDF that can be saved on the record. The approval document and information will be included on the first page of the generated PDF, as shown below.