How does approval requests work?

For templates

Some companies prefer to have an approval flow to double-check everything that goes into production. So depending on the configuration, you may need to request approval before you can export or publish a document.

You can request approval in two ways:

  • From the 'Actions' menu.
  • When you try to export a document that needs approval we will notify you. The 'request approval' action is available on this screen.

How does an approval work?

If your document needs approval you have to follow these steps:

  1. Request approval
  2. The approver will review your document
  3. You will receive an e-mail when the approval is done (approved or rejected)
  4. Return to your document in the document list
  5. Initiate an export or publish the document
  6. The document will now be available in your export queue

Admins or your service partner can configure the approval setting. For more information please check the templates article.

For Assets

Admins can set an approval flow from the categories setting of the Assets extension. Please remember that you can set the approval flow per category.

When the "Approval required" option is selected for a category, all uploaded assets in that category must be approved by a designated User Group before they can be used. The assets will only go live once they receive approval.

Approvers have several options as shown above. Once an asset is approved, it can be used immediately if it doesn't have a future scheduled date. However, if the asset does have a scheduled date set, it will only be available for use once that date arrives.

Approvers have the flexibility to reject or edit an asset if they believe it is not suitable for use according to the requirements. This allows them to easily make changes or provide feedback to ensure the asset meets the necessary standards.

You can check the asset statuses article for more information.

How can you define who can approve assets?

Access rights are determined by categories and user groups. For this particular scenario, it is crucial to have a dedicated user group that is authorized to approve assets. If there is already an existing user group that can perform this task, it can be used. However, if there is no such user group, it is highly recommended to create a new one specifically for the approval process.

Once you have identified the user group(s) that will be used, you can proceed with configuring the approval settings. When you select the "Approval required" option for a category, additional columns will appear, particularly for "Delete assets" and "Edit assets," as shown below. This will enable you to select the appropriate user groups and grant them the authority to edit or delete assets. In summary, individuals with edit access to a specific category will be able to approve or reject the assets.

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