1. The admin creates a team of users using a standard or two-step workflow with the following roles: Standard Workflow - Submitter, one or more Reviewers, Approver Two-Step Workflow - Submitter, Approver
2. Standard Workflow - Submitter, one or more Reviewers, Approver
3. Two-Step Workflow - Submitter, Approver
4. The user creates an email message and clicks Start Approval Process.
5. That user selects an audience, adds instructions, assigns or creates a team, and includes an expected completion date.
6. Notifications go out to the email reviewers and/or approver.
7. The reviewer receives notification of the request for approval and begins reviewing, annotating, and commenting on the email. The comments list shows desktop and mobile comments and the Desktop/Mobile toggle is used to focus on comments of the device selected. The orange icon represents unresolved comments and the green icon represents resolved comments.
8. The approver reviews the email message and either approves or declines the email message.
9. If the approver approves the email message, the user can send the message to any audience in the account.
10. If the approver declines the email message, the reviewer must edit and resubmit the email message until the approver finally approves the message.