Before I go down this path, I wanted to know if it would be a viable solution to add a button in an email to approve or reject a document based on selecting the link.
I have been able to get an elementary version of this to work through sending certain text in an email for intake but the client wants to get more sophisticated with an actual actionable button.
I believe this would be possible with some variation of the portal- they click the link, brings them to the portal, they can approve- but not all customers will have an access. So ultimately I need to be able to get a response back without the need to authenticate.
Any input or experience on this topic would be greatly appreciated!
Best answer by Kandy BeattyView original