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Approving a document

by Feb 8, 2021Approvals, Process

Approvals are easy and intuitive with Nucleus One Workflow . Review your documents pending approval and approve or decline them with a click of a button that can move the document to other users and alert someone via an email notification.

A user with an Administrator Role can create Approval Workflows. 

You can learn more about that process here.

This guide will walk you through approving a document on the workflow depicted below. A sample document is committed with “Harry” as the Name field value, which will trigger the approval process for users with the Administrator Role. If the document is rejected, it will send a rejection email notification. If it is approved, it will send an approval email notification.

Workflow Approval Example

There is a dashboard widget that lists all documents pending your approval. When clicked it will take you to the Approvals page.

Approval Widget
Approval Menu

You can also get there by clicking the Approvals button in the navigation menu.

On the Approval Processes page, there is a folder tree to organize different approval processes you may be a part of on the left hand side of the screen. It starts by showing all the documents pending your approval. Use the tree to narrow the selections to specific processes.

Approvals Page

You have the option to approve or decline the document from this screen by clicking the green thumbs up (approve) or the red thumbs down (decline).

You can also select the document by clicking the checkbox. This gives you the option to pull out the drawer on the right allowing you to approve or decline from there. This can be used to mass approve or decline multiple documents.

Card View Action Drawer Approval
Approval Action Drawer

Most often, you will want to review the document before approving or declining.

Clicking the document opens the file for your review, and you can also see its properties on the right.

Once you’ve reviewed the document, you can click the green Approve button or the red Decline button.

In both the previous picture and the next picture you will also see a gray Deny option. This option only exists for users with the Administrator Role. It allows such users to completely remove a document from the workflow without it moving through the traditional Approve and Decline path.

Approval Properties

In this example, once the document has been Approved, an email notification is sent to the recipients defined at the creation of the workflow.

A similar message is sent if the document is declined.

Approved Email Notification
Declined Email Notification

Workflows can have multiple approval stages moving from one role to another. This example uses a simple single stage process.

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