Skip to main content

How to create an approval flow

You can easily create approval flows that can be activated manually or as part of a workflow.

Please note that approval flows cannot be activated automatically unless they are part of a workflow.

Approval flows can be used to define a specific order of approvers, on documents or in workflows.

How to create an approval flow:

  1. Under Tools > Workflows click the Approval flows tab and then click Create approval flow in the upper right corner to open the approval flow builder.

  2. Give your approval flow a name, and select the coworkers, coworker roles or departments you want as approvers, in the order in which the document should be approved.

  3. When you have added the order you want, click save.

💡 Tip: Click the blue plus sign to add more layers of approvers!

Activate as part of a workflow:

  1. Create or edit an existing workflow.

  2. Under Actions, select Approval.

  3. Click + on Approval, or drag and drop it into the center area.

Related Articles
Did this answer your question?