Workflow Templates
Save reusable approval workflows and apply them to any document.
Reusable Approvals
If you run the same approval process again and again, save it as a template. Define the reviewer stages, decision rules, deadlines, and reminders once, then apply the template to any document in one step. Reusable multi-stage templates are available on the Professional and Agency plans.
Creating a Template
- Go to Settings → Approval Templates and click “New Approval Template”
- Name your first stage (e.g., “Editor Review”) and add reviewers
- Set how long reviewers have to respond and whether all reviewers must sign off or any one can advance
- Add more stages, conditional branches, or post-stage notifications as needed
- Save the template
Starter Templates
Don’t want to start from scratch? Browse the Approval Template Library for ready-made templates covering common scenarios — internal blog review, social client approval, press releases with a legal gate, and many more — then customize one to fit.
Defaults
Admins can set an account-wide default approval workflow that applies when a document has no client- or campaign-level workflow set. You can also set a default workflow per client. See Managing Clients.