Document Workflow
Setting up and managing approval stages for your documents.
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
- Open your document
- Open the Workflow tab
- Add reviewers by email
- 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. Single-stage workflows are available on every plan.
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. Multi-stage workflows are available on the Professional and Agency plans.
Stage Options
Each stage can be tuned to fit how your team works:
- Approval type — require all reviewers to sign off, or let any one reviewer advance the stage
- Revisions — allow reviewers to request changes, and cap the number of revision rounds
- Reminders & escalation — auto-remind reviewers before the deadline and escalate if no one responds
- Auto-approve on silence — count non-responses as approvals once the deadline passes
- Reviewer link expiry — override the default 7-day link lifetime
Configure these once and save them as a reusable template — see the Workflow Templates guide.
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