Document reviews and approvals
Assign document reviewers, track review deadlines and keep decisions with the document. Make the next review responsibility visible.
A practical example for your team
A team submits a working policy for review, follows up with the assigned reviewer and checks the decision before using the updated guidance.
Illustrative workflow. Your setup, access and enabled features determine the available steps.
See how Documents fits togetherHow document reviews and approvals works
- 1
Prepare the review
Check the document and choose the appropriate review process. Give reviewers enough context to understand the decision being requested.
- 2
Follow reviewer progress
Use the available review status and deadline information to see what remains. Keep review discussion associated with the document.
- 3
Keep the outcome
Record the review decision through the supported workflow. Return to the document and its history when the next change needs to be considered.
Related Documents features
Collaborative document editor
Write shared documents, discuss changes and return to version history. Keep briefs and working knowledge close to the team using them.
Explore collaborative document editorCompany knowledge and policy documents
Organize policy guidance and shared knowledge in the document workspace. Keep the current reference and its review context easy to find.
Explore company knowledge and policy documentsReusable document templates
Start recurring briefs, notes and policies from a reusable document template. Keep the structure consistent while tailoring each document to its purpose.
Explore reusable document templatesWhat to prepare for a walkthrough
Bring a sample brief or policy and the review process it follows. Discuss editing access, review responsibilities and any required signing workflow.
Bring an example of this process and the people who need to participate. We can confirm the relevant plan, access and configuration.
Make document reviews and approvals work for your team.
Tell us what you need to achieve. Your enquiry will include this feature so the conversation starts with the right context.