If a request is deemed ready to be approved, select an item to grant within your custom “Donation Items” menu. You can also associate a certificate number and an expiration date with the item if applicable. As part of this approval step, you can attach an electronic certificate to the notification email (Word or PDF document). Once you hit Approve, you have the ability to proof read your approval template where the system pulls in important request details automatically for you like name and event date. You can make edits here or add in additional text to the approval email if desired. Use the Preview Email link to double check your message before sending it out. Once you hit Send, the approval email with be sent and the request will automatically move from Pending to Approved.
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