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Managing approval requests

Approval workflows ›Managing requests
April 7, 2026Updated: April 7, 20263 min read
How to approve reject and monitor pending requests

Managing requests

Receiving a request

When a document needs your approval, you receive:

  • An in-app notification in the notifications panel
  • An email with a direct link to the document

Approving or rejecting

  1. Open the document from the notification or the Approvals section
  2. Review the document content
  3. Click ✅ Approve or ❌ Reject
  4. If rejecting, enter the reason — the owner will see it in the notification

What happens next

  • Approved → document moves to the next stage or becomes Final
  • Rejected → goes back to Draft, the owner can edit and resubmit

Monitoring status

From the Approvals section you can see:

  • Requests pending your action
  • Requests you've already handled
  • The complete history of each workflow

📧 Every action in the workflow is tracked in the audit log and notified to all parties involved.