Document Approval
Where to find it: left menu → Collaboration → Approval
Approval adds a checkpoint requiring manual review after submission for a document. Once you enable approval for a document type, a sales rep submitting that document must pass approval first — it only counts once approved.
Pending My Approval / Approval Records
The page has two tabs:
- Pending My Approval: the list of documents waiting for your review, where you can approve / reject them
- Approval Records: the history of approvals you've already handled
The list shows: document type / document number / submitter / approval status / current step / submission time / actions.
Enabling approval (Approval Settings)
Click "Approval Settings" in the top-right of the page:
- Select a document type (e.g. "Sales Order")
- Turn on the "Enable Approval" toggle
- Save the settings
No approval by default
When approval is off, a document takes effect immediately on submission, with no approval needed. Only enable it for document types that need control.
Once enabled, documents of that type enter the approval flow upon submission and appear in the approver's "Pending My Approval"; the document takes effect only after approval.
Approval works on the mobile app too
Approval is now live on the mobile app, so an approver who's out can approve / reject right from their phone, keeping documents moving.
Related articles
- Staff and Role Management — who can approve is determined by role permissions
- Multi-User Task Collaboration — task assignment
- Resource Linking — attaching business objects to collaboration