Require a note when rejecting a document

Where: Approval flow → Groups and settings → Approval settings tab → Rejected documents requires note

1. Go to Approval flow → Groups and settings in the left sidebar.
2. Click the Approval settings tab.
3. Enable Rejected documents requires note.
4. Confirm the save prompt by clicking OK.

Note

When this is on, an approver who clicks reject must type a reason before the rejection is submitted. The reason travels with the document to wherever rejection routing sends it, so the bookkeeper or admin receiving it knows exactly what to fix.

Recommended on for all clients — rejections without context create unnecessary back-and-forth.

Related: Set rejection routing for an approval group · Configure global approval settings