Building an Approval Workflow
3 min • Best for: Document owners starting a new review process
Learn how to start a workflow, create stages / steps, assign reviewers, add notes, and launch your workflow.
Managing an Active Approval Workflow
2 min • Best for: Document owners with a workflow in progress
Track reviewer progress, send reminders with custom notes, and make adjustments—like adding reviewers or advancing stages—while the workflow is running.
Reviewing a Specification
2 min • Best for: Reviewers assigned to a workflow
Leave comments, suggest edits in suggesting mode, add a summary note, and mark your review as complete.
Reviewing Feedback and Publishing
2 min • Best for: Document owners ready to finalize
Address comments, accept or reject suggested edits, make final changes, and publish the approved specification.