# 9. Approval

{% hint style="info" %}
This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.
{% endhint %}

1. The "Approval" tab provides brokers with a centralized location to manage, review, approve or reject client requests.
2. The number displayed on the side of the request type indicates the number of pending requests to be reviewed by the broker.&#x20;

   <figure><img src="https://content.gitbook.com/content/1IPpJ7m6UE2JoFRdpq5x/blobs/DH1AlTOuYjnwv2gswiD0/image.png" alt=""><figcaption></figcaption></figure>
3. Requests are also categorized into the following:&#x20;

   * My To Do - this refers to requests pending review by you. By default, the approval list will show "My To Do".&#x20;
   * All - this refers to all requests, including those that have been reviewed and those assigned to others.&#x20;

   <figure><img src="https://content.gitbook.com/content/1IPpJ7m6UE2JoFRdpq5x/blobs/Cg3yiKSgtTYud3t476Ev/image.png" alt=""><figcaption></figcaption></figure>


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://reference-guide.gitbook.io/crm-back-office-user-guide-abridged/9.-approval.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
