You can now approve or reject a task just by replying to the Task email notification received. A new Workflow service is installed which will look for specific words in the received email and process the workflow accordingly.
This feature is part of Globodox Suite. This is not part of Globodox Standard. But if you purchase the Workflow module, you can use this feature.
To enable this option...
| 2. | Click the Tools Tab >> Workflow Email Config |
| 3. | The 'Configure Workflow Email Service' dialog will be launched. |
| 4. | In the 'Incoming Mail Server' section, click the 'Configure' button to specify the IMAP settings of your Mail Server. |
| 5. | A list of folders will be populated related to the Email Account. |
| 6. | Select the folder to be watched. |
| 7. | Select the time interval to process the messages. |
| 8. | In the Workflow Tab of the same dialog, you can specify the Approval or Rejected words that need to be used when replying to a Workflow Task Notification received via email.
For e.g. You can use approval words like Approved, Approve, Yes, OK, Fine.
Lets assume you are using the word OK.
Your reply can be ....
OK / The document was OK. / I am OK with the document.
(Your comment) - if you need to add a comment.
If a reply is sent ...
The document is not acceptable
(Your comment)
The approved or rejected words must occur in the first line of your message, If your messages does not contains these words, you will get a notification email that the reply was invalid. (with a list of words that can be used) |
| 9. | Select the pattern in which the comment has to be entered.
Appears on the second line in the message
OR
Starts with ... Ends with...
|
Note: For the above to work, the service 'ITAZ Globodox Workflow Service' should be running on the server machine.
This feature is part of Globodox Suite. This is not part of Globodox Standard. But if you purchase the Workflow module, you can use this feature.
|
Page URL:
https://www.globodox.com/support/help/index.htm?approve_documents_over_email.htm
