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Approval & Archiving

Approval & Archiving · Pre-Send Review and Historical Archiving

Quotation emails, contract attachments, sensitive-data outbound mail — these can't just be sent on a whim. Configure approval rules so mail only leaves once a manager clicks "Approve"; older mail is auto-archived by account / project / time, with a compliant audit trail so you're never caught off guard when regulators arrive.

Pre-Send Approval
📦
Auto-Archiving
🔏
Compliant Audit Trail
Capabilities

Turn "Sending Out" into a Controlled Process

Approval up front + archiving downstream — the full email lifecycle stays compliant and traceable

📝 Approval Rule Configuration

Set trigger conditions by recipient domain / subject keywords / attachment type / sender's role; matches are intercepted into the pending-review queue

👥 Multi-Level Approval

Flexibly configure single-level (direct manager), multi-level (manager + legal) or countersign (any one approval suffices)

📲 Approval Notifications

Notify approvers of pending emails in real time across WeChat Work / DingTalk / in-app messaging; notify the sender of the outcome

🗂 Auto-Archiving

Historical mail is auto-archived into a read-only directory by account / subject / time / project — tamper-proof once archived

📂 Email Transfer

A manager can manually transfer an employee's mail to another (e.g. staff changes / project handover), with transfer records logged

🔍 Archive Search

Full-text search of archived mail, quick lookup by sender / time / subject; export EML for legal retrieval

mail.shangbangke.com/audit3 pending
A
Outbound Approval Queue
RejectApprove
SenderSubjectStatus
Lei Z.2025 financial report (w/ attach)Mgr Review
LinaAcme quote — 38% discountLegal Review
Hao W.Supplier contract SC-2043 finalApproved
Min Z.Payroll list (external)Rejected

Auto-escalates to supervisor if unreviewed for 1h

No More "Send Whatever, Whenever" for Sensitive Mail

Financial reports, contract attachments, customer quotes, internal materials sent out — once any of these go to the wrong place or leak, the cost is enormous. Approval rules guard the exit: managers / legal / executives review by role, and only approved mail enters the actual delivery queue.

  • While "pending approval," the sender can keep editing or recall
  • Approvers can attach comments, appended to the "sent" record
  • Rejected mail returns to the sender's drafts with the reason
  • Approval timeouts (e.g. 1 hour unreviewed) auto-escalate to a superior
mail.shangbangke.com/audit/archiveCompliance
C
Compliance Archive Folders
SearchExport PST
Customer Projects18,204
Finance Threads9,512
Contract Approvals4,088
Regulatory Filings1,330
Purchase contract SC-2043 threadRead-only
EML source + 12 attach + headersVerified
Claim — Star project evidenceRead-only
Retention 5-10 yr · immutableCompliant

Compliant Audit Trail for Historical Mail — No Panic When Regulators Arrive

In heavily regulated industries such as finance, healthcare and education, email retention runs 5–10 years. The archive directory is read-only, grouped by dimension and quick to retrieve — when regulators or legal teams request email evidence, you produce the original plus metadata in 5 minutes.

  • Independent archive-directory permissions — staff see only their own, read-only
  • Archive grouping by "customer project" for litigation evidence
  • Archives keep the original EML + all attachments + routing headers
  • Bulk-export ZIP / PST for legal and audit retrieval
Use Cases

Key Scenarios Where Approval & Archiving Underpins Compliance

Financial Institutions

All customer-facing emails require compliance review before sending; mail is archived for 10 years and available for regulatory checks anytime

Foreign Trade Companies

Quotations and contract attachments go through a sales manager's approval before going out, avoiding pricing errors or leaked pricing strategy

Government & Public Sector

Outbound documents follow a three-level approval — clerk → division head → bureau chief — and are sent with an electronic seal

Project Handovers

When an employee leaves or a project transfers, hand their historical mail to the successor so business context passes on intact

Related Features

Email Collaboration Beyond Compliance

Approval guards sensitive outbound mail and archiving keeps historical records — but send/receive, marketing and bulk sending upstream need a complete loop too

Make Email Compliant and Traceable

Sign up to try approval & archiving for free — the new infrastructure for enterprise email governance