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Approvals

Written by Karel Kotoun

Approvals manages formal document sign-off through configurable workflow templates. Documents from Scanner (or other sources) are packaged into envelopes and routed through sequential approval steps, each assigned to a specific reviewer.


The module is organized into three views: Inbox (envelopes awaiting the user's action), Sent (envelopes the user created or submitted), and All (full company overview for Owners, Managers, and Admins). Reviewers can approve, reject, or request changes at their step; creators can resubmit revised documents or cancel the envelope.

Each envelope includes an audit log of all actions, a files tab with analysis status and severity per document, and export to PDF or Excel once the workflow reaches a final state (Approved, Rejected, or Canceled). Workflow templates — defining approver order and optional auto-triggering by document type — are managed separately by privileged users.

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