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Approvals are pre-configured content items that stay the same no matter who receives them, so you can generate new requests faster. This page lets you prepare static content once and include it in any workflow.
When a request is created, a snapshot of each approval is captured. Any later edits to an approval will not affect the content of credentials already generated.

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Features

  • Create: fields and structure vary significantly depending on the type; see Glossary for what each type requires
  • Active: toggle visibility when generating new requests
  • Delete: permanently removes the approval; you can choose to also cancel all ongoing requests that include it

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Glossary

Type
  • Document: PDF for signing, with optional placed signature fields, filled by the users on their secure links; the PDF is immutable after upload
  • Form: structured questionnaire the user fills in
  • Consent: text statement the user agrees to, optionally linked to an external legal page
  • Mandate: lets you configure the userParams of a pre-existing Action

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API access

Approvals configured here are listed programmatically with GET /approvals and referenced by id when creating requests with POST /request.