A Approvals View dashboard →

New request

Create an approval request

Share what needs review, add the right people, and we’ll guide it through each approval in order.

1
Request detailsWhat needs approval
2
DocumentAdd supporting material
3
ApproversSet the review order

✓

Sent one at a time
Each approver is emailed after the previous person approves.

New request

Create an approval request

Share what needs review and choose who approves it.

* Required fields

1

Request details

Tell approvers what they’re reviewing.

Request title*Project name*Requester email*Request type*Description*Keep it brief—supporting details can be included below.

2

Supporting document

Upload a PDF or link to one.

↥

Drop a PDF here or browse

PDF up to 10 MB

Choose file

or

Document linkOptional

3

Approval sequence

We’ll contact each person in this order.

1

Name*Email*

2

Name*Email*