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Creating and Approving Approval Documents

This guide explains how to perform operations on approval documents, from creation to approval.

Creating an Approval Document

Setting Up Approval Document Categories

 Only users with an Innovator or Leader license can configure categories. 

  1. Click [Settings] > [Categories] in the side menu.
  2. Click [Artifact] > [Add Category] > [Add Approval Document].
  3. You will be redirected to the category settings screen. Edit the category title and the fields you want to manage within that category. Once finished, click [Save].

For details on how to configure categories, please refer to the following article:


Creating a Configured Approval Document

  1. Click [Artifact] > [Add new] in the side menu.
  2. The details screen will appear. Fill in the subject, application details, and the content requiring approval, then click [Request approval].
  3. A notification will be sent to the assigned approvers.

Required Fields

  • Approver
    • Select at least one approver.
  • Approval Content
    • Fill in either the details field or attach a file.

Editing an Approval Document

Editing Application Content (Applicant)

  1. Click [Artifact] in the side menu.
  2. Click the approval document ticket you want to edit from the list.

Reviewing Application Content (Approver)

  1. Click [Artifact] in the side menu.
  2. Click the approval document ticket you want to review from the list.
  3. Review the content and click [Reject], [Approve], or [Send Back].
    A notification will be sent to the assignee and creator.

When an Approval Request is Rejected, Approved, or Sent Back

  • Rejected / Approved: The ticket content can no longer be edited. The ticket will remain as a record.
  • Sent Back: The ticket returns to its pre-application status. The assignee can edit the request and resubmit it for approval. Additionally, the send-back record will be logged in the approval history.

Duplicating an Approval Document

There are three main ways to duplicate an approval document:

  1. Duplicate via right-click from the Artifact List
  2. Duplicate via the three-dot icon (⋮) on the Artifact List
  3. Open the target approval document ticket and duplicate it

Duplicating from the Document List (Right-Click)

  1. Click [Artifact] in the side menu.
  2. Hover over the target approval document ticket and right-click.
  3. Click [Duplicate Artifact].

Duplicating via the Three-Dot Icon on the Document List

  1. Click [Artifact] in the side menu.
  2. Click the [three-dot icon] to the right of the target approval document ticket.
  3. Click [Duplicate Artifact].

Duplicating from the Ticket Details View

  1. Click [Artifact] in the side menu.
  2. Click the approval document ticket you want to duplicate from the list.
  3. Click the [three-dot icon] on the right side of the screen.
  4. Click [Duplicate Artifact].