📄Document Approval Workflow

The Document Approvals Workflow is a systematic process designed to ensure that files added to the network meet required standards and receive necessary approvals from designated stakeholders. This guide will walk you through each step of the approval workflow process, from initiating a request to sending it out for approval.

To get started, select the file you would like to run the approval for. From the 3-dot action dropdown menu click the Initiate Approval Workflow option.

Initiate Approval Workflow

The file approval workflow begins by selecting the individuals or teams who need to review and approve the file, such as colleagues, department heads, or external partners. Once the approvers are chosen, you can customize the message with specific instructions to provide context and highlight any important details.

Set Permissions

Next, assign permission levels for each approver, such as Owner (full control), Editor (can edit), Viewer (view-only), or Viewer with no download access.

Set Deadline

After setting permissions, define a deadline for the approval to ensure the process stays on schedule, and verify that the correct file link is included.

Advanced Options

In the advanced options, you can decide whether full unanimous approval is required or if partial consent is sufficient, depending on the needs of your workflow. Additionally, you can enable the system to automatically resend approval requests when new versions of the document are available, ensuring that everyone is reviewing the most up-to-date file.

Once everything is finalized, send out the approval request, and the approvers will be notified based on the permissions and instructions provided, allowing them to begin their review.