Request approval
Send files for formal sign-off and track who has approved or declined.
What is an approval request?
Section titled “What is an approval request?”An approval request asks one or more reviewers to formally approve or decline a file. It records their decision with a timestamp — useful for compliance, handoffs, or client sign-off.
Send an approval request
Section titled “Send an approval request”- Open the file you want approved.
- Click Request approval in the top toolbar.
- Add one or more reviewers (teammates or client contacts).
- Add an optional due date and message.
- Click Send request.
Reviewers receive an email notification with a direct link to the file.
How reviewers respond
Section titled “How reviewers respond”Reviewers open the file, leave any comments, then click either Approve or Request changes at the top of the viewer.
Multiple reviewers
Section titled “Multiple reviewers”If you add multiple reviewers, you can set the approval to require:
- Any one — approved as soon as the first person approves
- All — requires every reviewer to approve before the file is marked approved
Cancel an approval request
Section titled “Cancel an approval request”Open the file, go to the Approvals panel, and click Cancel request. Reviewers are notified that the request has been withdrawn.