UPDATECUE GUIDE
How to keep a record of verbal approval
Record the answer honestly instead of pretending the customer clicked a link.
Loose message
“Looks good.”
No defined request, reference, method, or clear next step.
Documented response
APPROVED
Named request, responder, exact timestamp, method, and permanent reference.
DEC-2026-000123
APPROVED
Customer authorization
Approved bySample Customer
Approved onSeptember 11, 2026 at 2:14 PM CDT
Response methodDirect response
Requested bySample Business
Make the request specific
Name exactly what is being authorized, what it costs, and what approval allows the business to do next.
Keep the outcome retrievable
Retain the responder name, method, timestamp, reference, print view, and PDF export.
Use the right legal process
UpdateCue creates a practical record. It does not independently verify legal identity or replace a required contract, signature, disclosure, or regulated process.
Get the answer. Keep the proof.
Document customer authorization without adding a workflow project.
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