There are two options when approving a Request for Approval:
Option 1: You are one of the approvers for the RFA, which means you can approve it by clicking on "Approve" as soon as you receive the request in your email or see it in Proprli.
Option 2: You are both the sender and the recipient, meaning it will be approved automatically.
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RFA reminders
If you are experiencing delays in receiving a response for a specific Request for Approval (RFA), you can send out reminders. Follow these steps to check the status and send reminders: Step 1: Navigate to the specific project. Step 2: Click on "Bid ...
The person that needs to approve the RFA is not listed. What should I do?
When setting up a Request for Approval, on "Step 4: Approvers," you will see a list of the people from your company who have access to the asset and project in question. If you can't locate them in the list, they might: Not have access to the project ...
How can I check the approval status of the RFA?
You can see the RFA status in the Bid Room, within the "Manage bids" tab. Once you click on "Selected (Pending Approval)," you will be able to see the status of the RFA on the top right-hand corner. There are three different status: Option 1: Pending ...
Can I add extra documents before the RFA starts?
Yes, you can add extra documents before the RFA starts. When setting up a Bid Room, before starting the Request for Approval, you can add any relevant documentation by clicking on "Drop files here or click to upload" below "Project shared documents." ...
The last approver in the RFA declined. What should I do next?
If a RFA is declined by any of the approvers, they shall send a reason for declining. If that did not happen, you can contact them directly. From that point on, you can make the requested changes and restart the RFA. Learn more about starting a ...