Review and approve document

The Review and Approve document flow block enables users to submit a document for review, make necessary adjustments, and either approve or decline it.

This flow block is particularly useful in scenarios such as a salesperson drafting an offer and sending it to the Sales Manager for review before finalizing it as an official client proposal. Real-time editing capabilities enhance the efficiency of the automation process.

During the flow creation, Designers can configure the Review and Approve document flow block to either allow the flow to continue or stop the flow if a document is declined.

Parameters

The dropdown menus below provide all of the flow block's configuration options with detailed information and recommendations to help you configure your flow block.

You can further customize your flow block's parameters in several ways

  • Users can use linked fields to map data from your data set(s)

  • Users can use edit fields to customize the flow block

  • Using delayed output settings to wait for signatures or file names of completed documents

The Flow Output section serves as a comprehensive summary of the results and outcomes of a particular flow, providing valuable information to the user. Each setting that composes this output information is described in detail below:

Review and approve document Flow output setting functions

Index No.

Field name

Description

1

Review the document

A link to the form with the edit document URL, the approval, and the decline options.

2

Edit the document

A link to Microsoft Word Online where the document can be edited.

3

Approval timestamp

During the flow output, the timestamp when the document was approved will be provided.

4

Decline timestamp

During the flow output, the timestamp when the document was declined will be provided.

5

Reason for decline

During the flow output, the reason why the document was declined will be provided.

6

Edited document

During the flow output, the final version of the document after editing will be provided.

Review and approve document Basic settings functions

Index No.

Field name

Description

1

Map a document/Search a document

Map a document: Select this to map the document.

Search a document: Input the document path to find the document stored in Content Manager.

2

Document

Defines the document to use for the review and approval flow block.

3

Stop the flow when the recipient declines

Unchecked by default.

When unchecked, the flow continues to the next step.

When checked, the flow stops when the recipient of the document declines the document.

4

Make the reason for decline mandatory

Unchecked by default.

When checked, the recipient must provide a reason for declining the document before submitting it.

When unchecked, it is not mandatory for the recipient to input a reason for declining the document before submitting it.

5

Add an approval confirmation window

Unchecked by default.

When checked, a confirmation dialog displays when the recipient wants to approve the document.

6

Description

Rich text editor for adding a description.