Welcome > Configure Kofax AP Agility > Manage AP Agility workflow > Manage email notifications and approvals > Configure email approvals for an organization

Configure email approvals for an organization

Email approval enables Kofax AP Agility users to approve or reject invoices via email messages.

For each Business Unit in each Organization, it is possible to enable Email Approval. If this setting is not selected, no approval emails are sent for the selected Business Unit.

You can enable email approvals for a Business Unit by following these steps.

  1. Open Kofax AP Agility and log on as an Administrator.
  2. From the menu, select Settings > Organizations.

    The Organizations page is displayed.

  3. Select your Organization Name from the table.

    Optionally, if the organization you want is not listed, you can add it.

    The selected organization is displayed.

  4. Click on the Business Units tab.

    A list of business units is displayed.

  5. Select your Business Unit Name from the table.

    Optionally, if the business unit you want is not listed, you can add it.

    The selected business unit is displayed.

  6. Select Email Approval.
  7. Click Save.

    Your changes are saved and a message is displayed indicating that the save was successful.

    A default email is configured. You can modify this default message so that it meets your needs.

  8. Click Close.

    You are returned to the list of business units.

  9. Click Close.

    You are returned to the list of organizations.

  10. Optionally, repeat steps 3-9 for additional organizations and business units.