About Workflows

There are three types of Approvals available – Publish Approvals, Download Approvals and Feedback Requests.  

Publish Approvals require online signatures, based on a pre-determined workflow, prior to a Resource being made available within a Folder, while Feedback Request can follow the same flow but can be requested on any file at any time, independently of them being already published or not.

Download Approvals require online signatures, based on a pre-determined workflow, prior to a Resource being made available for downloading, for Users with List permissions on a Folder.  Once a Download Request has been approved, the user will receive an email with a one-time link to download the file.

Workflow settings for Publish and Download approvals are set on each Resource Folder, while Feedback Request is available on a file level for users that have a minimum of Publish access on the file's parent folder.  Users and Approvers receive email alerts to notify them of the status of each approval. 

Users and Approvers have access to an Approvals section on the Navigation Menu, to track the status of each active request, and to track the history of all prior approvals.

Workflow & Approvals applies to Resources only, and permissions can be enabled for User Groups on both Publish and Download Approvals Tools in Admin>Groups>Permissions>Rules. A group with View access can access the Approval History of a resource. A group with Admin access can also accept, decline complete any approval at any time.