AARP approval workspace

Proposal delivery, signatures, returned documents and acknowledgment history

Hosted approval workspace. Connection status appears below. Proposal and invoice creation remains in the AARP desktop tool; original source folders stay unchanged.

Connection

Checking connection…

Microsoft and signing portal setup

Sender: rmetla@aarpconsultants.com

Use your registered Microsoft Entra application. Sign-in requests delegated profile, mail sending and mail reading permissions. No email password is entered here.

Approval packages

DocumentRecipientVersionStatusAction

Prepare an isolated package from exported tool data

Temporary integration path: upload a project JSON snapshot and its matching final PDF. This does not change the financial workspace. For invoices the JSON must contain both project and invoice properties.

Download original sent PDF

Use the intended recipient’s agreed number. SMS requires a connected provider. Blank keeps email verification.

Email delivery history

Acknowledgments

Upload a returned signed PDF
Proposal and event history