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4 essential steps to streamline your document approval workflow Have the necessary infrastructure in place. ... Identify your internal and external documents. ... Map out the logical sequence of steps from initiation to delivery. ... Identify submitters, approvers, intermediaries, and managers.

Every approval process, regardless of how it is designed, essentially has four types of users: Submitters who send in documents to be approved. Approvers, i.e. people who approve or reject submitted work. Intermediaries such editors, etc. ... Managers who oversee the entire approval process.

Approve or reject an item or a file Navigate to the library or list where the Pending item or file is located. Select the item or items and select Approve/Reject from the command bar. In the Approve/Reject options for Approval Status, select Approved or Rejected.

Add an approval action Select New step. Type approval into the Choose an action search box. Select the Start and wait for an approval action. Configure the Start and wait for an approval card to suit your needs. Note. The Approval type, Title and Assigned To fields are required.

What are the stages in the document approval process? Set up your project. Create review steps and invite your stakeholders. Upload your document and set a due date for feedback. Collect feedback from your stakeholders. Create and share a new version of your document. Repeat until you get approval in each review step.

An approval workflow refers to a specific series of steps or actions needed to complete tasks or process data within an organization. With this unique type of workflow, each step requires approval from an individual before the process can continue to the next step.

Document approval process examples The content team create outlines for potential blog posts. The content manager approves them or feeds them back for changes. A writer completes a first draft. An editor makes any necessary changes.