Docs › Monitoring
Approvals queue
Everything that waits for a person, and what each action does.
What appears here
| Item | Where it came from | Actions |
|---|---|---|
| Advice draft | A Record of Advice and needs analysis draft | Download, upload edited, Approve and file, Reject |
| Fund notice | The daily fund movement check | Edit, Approve and send, Reject |
| Client reply | A client email received in the practice mailbox | Open thread, Edit, Approve and send, Reject |
Approve and send
The message is sent from the practice's advice mailbox in the advisor's name, with Reply-To set to the advisor, and the exact text sent is kept in the communications log with who approved it and when. Consent is checked again at the moment of sending.
Scope
A scoped user sees only items for their own clients. Administrators see everything.
Archive
Items can be archived once dealt with; they stay in the log and in Activity.
Updated 2026-09-10. Questions: michael@tallify.co.za.