Document

Document Approval

Send documents for review and track who approved and when -- no more email chains.

Overview

For Document-type publications, add an Approval button to the viewer. Configure a list of reviewer email addresses, and they receive email notifications when approval is requested. Reviewers click the approval button directly in the viewer, and you receive an email confirmation. Track approval status with timestamps. Includes custom email templates for request, reminder, and submission notifications.

Live Demo

Document with Approval Button

Document

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What to look for: This document includes an approval button. Authorized viewers whose email is on the allowlist can approve the document directly from the viewer.

What's Included

Approval workflow

Add an Approve button to the document viewer that reviewers click to formally sign off on content — no more email chains.

Email-based access control

Configure a list of reviewer email addresses. Only approved reviewers can submit approval, ensuring proper authorization.

Approval tracking dashboard

Track who approved and when with timestamps. See the full approval history for compliance and audit purposes.

Custom email templates

Customize the notification emails for approval requests, reminders, and confirmations using the rich HTML editor.

Requirements

Email Allowlist

The approval button only appears for viewers whose email is on the allowlist. Configure the email allowlist under Privacy & Access Control before enabling approval.