Request Approval On A Document

Click the 3 vertical dots ( ︙ ) icon to the right of the item for which you wish to request an approval, then choose Request approval from the drop down menu.

If an item has an existing approval request, an icon and Out for approval or All approvers have responded (if all the designated approvers have provided a response) shows next to the item in the file list view and in the details tray for the item. Also, the Request Approval option will now show as Edit approval, and, if clicked, provides options for altering the existing approval, as well as a Request new approval link.

NOTE: Clicking to request a new approval will delete the current approval and clear the form, so you can create a new approval with new approvers, a new date and instructions.

When an approver responds to an approval request, their response and comments will be recorded in the comment list for the document/link, and an email will automatically be sent to the user who requested the approval (this feature can be enabled/disabled in Workzone's settings).
Linked documents and folder approvals work exactly the same way as document approvals, as described above.

Multiple Files

Alternatively, click the Request Approval button in the Documents area or Files section of the details tray when selecting the checkbox for one or more files. Selecting multiple files will send out individual approval notifications for each document. Next, specify the approvers, due date, and instructions which will cover all of the approval requests, then click the Continue button.

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