How to: Approval Flow Steps Grid

View approval flow steps, roles, and users who have access for each document in your project.

Step 1: Click APPROVAL FLOW STEPS on the left navigation.

Step 2: Use the default tab views and filters to search for the project/approval flow you would like to review.

Columns:

Project: Project Name

Approval Flow: Document type

Step Name: This is customizable. Contact Support if you would like the step renamed.

Step Order: The placement of this step within the approval flow order for that document.

Skippable: Whether or not the step is required. Will show NO if the step is required.

Specific Approving Users: User is assigned on the step to approve as a specific user.

Approving Roles: Role assigned to the step to approve. Anyone with this role can approve on this step.

Users of Approving Role: All users with the role that is assigned on the approving step.