Document Workflow

What is a Workflow?

A workflow defines the approval process for a document — who reviews it, in what order, and what happens when they approve or request changes.

Setting Up a Workflow

1. Open your document
2. Tap the Workflow tab
3. Add reviewers by email
4. Configure approval stages if needed

Single-Stage vs. Multi-Stage

Single-stage: All reviewers see the document at the same time. The document is approved when all reviewers approve.

Multi-stage: Reviewers are grouped into stages (e.g., Stage 1: Internal Review, Stage 2: Client Approval). The document moves to the next stage only after the current stage is complete.

Tracking Progress

The Workflow panel shows the current status of each reviewer:

• Pending — hasn't reviewed yet
• Approved — approved the document
• Changes Requested — requested revisions