Managing client approvals for documents like quotations and invoices often feels tedious and time-consuming. The back-and-forth communication can slow down your workflow and lead to unnecessary delays.

With the 1-Click Document Acceptance feature, clients can approve your documents instantly with just one click, saving time and effort for everyone involved.

Additionally, this feature enhances security by incorporating email verification, ensuring every approval is authentic and reliable. Streamline your workflow and simplify approvals with ease using this powerful tool.

Let’s see how this works:

Enabling 1-click Document Acceptance

Navigate to Business Settings > Accounting Options > Document acceptance.

Then, click on “Enable your Client/Vendor to accept shared documents”:

You can also configure the documents for which you want to enable 1-click acceptance:

How Clients/Vendors Can Accept a Document

1. Receiving the Document:

Clients receive the shared document via email or a direct document link.

2. Accepting the Document:

When they open the document link, they will see an “Accept Document” Button:

When they click on “Accept”, a modal will appear that will prompt them to input their email:

3. Verification:

Upon submitting their email, they will receive a verification link:

Once verified, the document status will get updated to "Accepted & Verified":

Owner Options

Owner/Document Sender also has an option to manually mark a document as “Accepted”. They can do this from the document preview page OR from the document dashboard page:

Manual Acceptance from the Preview Page:

Go to the document preview page > “More” dropdown > Click on “Accept Document”:

Manual Acceptance from the Dashboard Page:

Revoking Acceptance

To remove acceptance of a document, go to the document preview page > “More” dropdown >  Click on “Remove Document Acceptance”:

That's it! If you still have any questions or need any assistance, please feel free to contact us at care@refrens.com OR contact us via chat support for quicker assistance!

Updated on: 09/07/2025