Send approvals to external participants

If you want to send the approval record to an external recipient, you 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 approval as PDF in the “Approval” tab or on Create record 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.