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.