Configuring an approval workflow

Approval workflows

Concepts

• Stage — a step (e.g., "Legal review")
• Approver — designated person
• Request — automatically generated

Creating a workflow

1. Administration → Document Types
2. Select type → Approval Stages section
3. Add stages with name, order and approver

How it works

1. Upload document with workflow → starts in Draft
2. Request to first approver (with notification)
3. ✅ Approve → next stage or Final
4. ❌ Reject → back to Draft with reason

📧 Every action generates email and in-app notification.

Types without stages can be uploaded directly in Final status.