Review and Approval Through Email

Streamlined Review & Approval Workflows with One-Click Actions

Revolutionize your business review and approval processes with our innovative ODA solution. Say goodbye to cumbersome manual steps and empower your users to make decisions effortlessly, directly from their inbox.

Key Features & Benefits:

• Review and Approve Via Email: This solution dramatically simplifies approvals by removing the need for users to navigate to a record, switch to edit mode, manually change a field value (e.g., to “Approved” or “Rejected”), and then save. Instead, the user needing to review or approve a request simply receives an email and clicks a link/button within the content – the action happens automatically.
• One-Click for SSO-Enabled Processes: For organizations utilizing Single Sign-On (SSO), this process is truly one-click simple. Users can approve or reject with unparalleled speed and convenience.
• Minimized Steps for Non-SSO Sites: Even for non-SSO Archer sites, the process is streamlined. Approvers will only need to log in, and that’s the only additional step required before the action is automatically processed.
• Flexible Access – Within or Outside the Firm’s Network: Our solution supports secure review and approval whether users are working within your firm’s network or from an external location. This flexibility ensures business continuity and responsiveness, no matter where your team is located.