Approval process

This feature is only available in the Enterprise and Enterprise-Plus plan.

You can define and apply approval processes to your documents to ensure they will not be published before meeting the requirements and your organization's standards.

An approval process can include different steps and rules. The Steps of a process are sequential and need to be taken in order. However, Rules are requirements of a step in the process that can be met in parallel without any order.

Therefore, you can customize your approval process as a sequential workflow containing several steps, a single-step process with parallel rules, or a combination of both which is a process with sequential steps, each containing parallel rules.

You can define several processes for your organization depending on your requirements, but you can have only one default process for the entire organization. The default process is applied to all documents of an organization. However, at the document level, you can exempt the default process or you can choose a different process.