Zapproved Blog

Between our work and personal lives most of us use more than one email address on a regular basis. Wouldn’t it be great to track and manage approvals across those accounts in one place?  Zapproved offers the ability for you to add each of your emails to a single account and receive all of your proposals in one Message Center. 

Follow these steps to add an email address to your account:

1. From My Settings select Email Addresses from the sub menu
2. Enter the email address you wish to add and click “OK”
3. Check your email and click “Confirm” from the Zapproved notification

If you’ve already created a separate account in Zapproved tied to one of your other email addresses, here are the steps of how you can merge them:

1. From My Settings select Email Addresses from the sub menu
2. Enter the email address of the account you wish to merge and click “OK”
3. Select Merge in the confirmation popup
4. Check your email and click “Confirm” from the Zapproved notification
5. You will need to click “Merge” one last time

Once you’ve added multiple email addresses you can choose your primary email from any of the ones associated with your account.  Note that newly created proposals will be sent from the address set as your primary email.

The benefits of consolidating your emails or accounts is that it helps you stay on top of all the proposals that pertain to you in a single place.  This is particularly helpful if you have several businesses or organizations that you work with. 

Once you’ve consolidated your accounts or added an email, let us know how you are putting it into practice by commmenting below or sending us an email at myidea@zapproved.com.

Do you find yourself typing proposals for the same groups of people over and over? Save some time and create a group in your contacts, and when you start your next proposal all you have to enter is the group name.

Give it a whirl! Just follow these simple instructions:

1. Navigate to Contacts
2. Click “Add Contact Group”
3. Create a Group Name
4. Click on the contact (utilize usual shortcuts to select multiple contacts) you wish to add
5. Drag and drop or click the arrow to move contacts to the window on the right
6. Click “Apply” and the group is added to your contact list

Next time you create a proposal for that contact group simiply type the group name in the Approvers or Viewers field.

Already have groups setup in Outlook? Now you can upload them along with your contacts, follow the same steps outlined here.

Give it a shot and let us know what your think by commenting below or email us at myidea@zapproved.com.