Requesting and Granting Approval of A Form Letter

Requesting and Granting Approval of a Form Letter

Market: Federal/State/Local, House, Senate

Description: Form Letters are customizable letters that you can use/reuse to respond to volume of messages that are similar in nature; thus, reducing the need to create a new response to individual messages that are similar in nature. After completion, these Form Letters can be sent for approval from one or more IQ users in your office, ensuring the quality of the Form Letter.

Click any of the following links to be brought directly to the subtopic:

Viewing list of Form Letters that need Approval

Viewing Status of Form Letter Approval Requests

Requesting Approval for a Form Letter

1.Navigate to Library > New > Form Letter.

2. For instructions on creating a Form Letter, see Creating a Form Letter.

3. On the Form Letter page, set the Status of the Form Letter to Request Approval. Then select an approver. Check the Assignable box as this enables you to assign the Form Letter to current messages, services, campaigns, bills or other types of records while awaiting for its approval. Once the Form Letter is approved, the corresponding records are ready to be sent.

4. Click Save.

Viewing list of Form Letters that need Approval

IQ will send an alert in IQ (and in MS Outlook, if configured) to the approver regarding the Form Letter. The approver can use these steps to view these requests.

1.Navigate to Home > My Work Summary tile > My Form Letters/Files > Approval Requests.

2. The My Approval Requests page is displayed. Select the Form Letter to review.

3. On the Form Letter page, select Approve. To deny a request, select Denied Approval.

Viewing Status of Form Letter Approval Requests

The requester can use these steps to view the status of his/her Form Letter approval requests.

1.Navigate to Library > Find Form Letters > My Form Letters.

2. Select Filters > Requested Approvers.