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

Type	Description
Owner	Owner of the approval template workflow
Template Name	Name of the approval template workflow
Stages	Stage the approval workflow must go through. You can add, delete, and reorder stages in the desired order.
Versions	You can specify the specific version of the asset that needs to be reviewed and approved at each stage of the approval workflow
Reviewers	People appointed to review and comment on properties during a specific period.
Approvers	Who need to review and leave comments on an asset during a particular stage as well as approve the stage and progress it to the next stage of approval.
Stage Due Date	Can be set to determine when a particular approval stage is required or due to be reviewed and approved by the approver(s).
Add External Approver	Allows you to add users outside your organization to the approval process by entering their emails.
This Stage Requires Approval	Set requirements for a specific stage, ensuring assets must be approved at that stage before moving to the next stage.

👉 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!