Please note, Approval Flows are currently in Beta, and is limited to select customers!
Approval flows are an ordered list of co-workers on your team that can be appointed to approve your company's documents, which can repeatedly be applied to individual documents manually, or in a workflow.
How to create an approval flow:
In Workflows, click on the Approval Flows tab, and click Create Approval Flow to open the approval flow builder
Give your Approval Flow a Name, and designate co-workers, departments or locations, in the consecutive order for which a document should be given approval.
💡 Hint! Click the (+) button to add additional layers of approvers
How to apply an approval flow on workflow or manually
Apply an approval flow on a workflow:
Create or edit an existing workflow.
Under actions, select Approval.
Drag and drop your desired approval flow into your workflow.
Apply an Approval Flow manually on pending documents:
Select a document.
On the top right, click the Assign Approver dropdown menu.
Select the approval flow that you would like to apply to the document.
Here, you can also create a new approval flow and apply it to the document straight away.