Track approvals
See approval status across all your files from a single dashboard view.
Approvals dashboard
Section titled “Approvals dashboard”Go to Approvals in the main navigation to see every approval request across your workspace. You can filter by client, project, status, and due date.
Status labels
Section titled “Status labels”| Status | Meaning |
|---|---|
| Pending | Waiting for at least one reviewer to respond |
| Approved | All required reviewers have approved |
| Changes requested | At least one reviewer has requested changes |
| Cancelled | The request was withdrawn by the sender |
| Overdue | Past the due date with no decision |
Filter by project
Section titled “Filter by project”Use the project filter at the top of the dashboard to focus on a specific client or deliverable. Click any row to jump directly to the file.
Reminders
Section titled “Reminders”Click Send reminder next to any pending request to nudge reviewers by email. Reminders are logged so you can see when they were sent.
Export approval records
Section titled “Export approval records”Click Export in the top right of the Approvals dashboard to download a CSV of all approval decisions, timestamps, and reviewer names.