Approval Templates

Create template approval workflows to run a pre-defined approval process on digital assets amongst your team

What are Approval Templates?

Approval Settings allows setting deadlines for each approval stage to keep everything on schedule, while tracking each asset's approval progress and getting notified when action is needed.

By creating and using approval templates, you can:
  • Save time: Instead of setting up a new approval process for each asset, you can reuse pre-made templates.

  • Ensure consistency: Approval templates help ensure all assets of the same type go through the same approval process.

  • Improved efficiency: The approval process is automated and more efficient, helping assets get approved more quickly.

👉 Navigate to: click on ‘Approvals’ on the left navigation bar (thumbs up icon on the left navigation bar) => Select ‘Approval Templates’.

Users can see all the existing approval templates in the account or create a new approval template.

Approval Templates Page

How to create new Approval Templates?

👉 In the ‘Approval Template’ tab, click on the ‘Create’ button (plus sign). You will see a pop-up window appear with options to configure the new approval form.

Create Approval Templates

Configure the Approval Template

👉 Admins can then customize the appropriate approval process and stages the approval must go through including:

Customize the appropriate approval process

👉 Admin can create different approval templates to suit different asset types. Using approval templates simplifies the digital asset approval process across your organization, saving time and ensuring consistency.

If you have any questions, don't hesitate to ask, we're always here to help!

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