Document workflows and action requests

Build review and approval workflows in the visual builder, assign each step, and track the resulting action requests under Files.

1 min read

A document workflow turns your review process into steps the system runs for you: who reviews, in what order, and what happens next. Once a workflow is on, approvals stop living in email.

Build a workflow

1. 1

   Open your project, then go to Settings, then Document workflows.

2. 2

   The visual workflow builder opens. Add a step for each stage of your review.

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   The visual workflow builder showing connected steps of a document review workflow

   screenshots/documents/document-workflows-and-action-requests/workflow-builder.png

3. 3

   Assign each step its step assignees: the people or teams whose move it is at that stage.

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   A workflow step open with assignees being picked for that step

   screenshots/documents/document-workflows-and-action-requests/step-assignees.png

4. 4

   Save the workflow. Documents that enter it now move through your steps in order.

Action requests

Once a workflow is enabled, each step that needs a decision surfaces as an Action request under Files. That list is the live state of every review running in the project: what is waiting, on whom, and for how long.

Reviewers do not need to watch this list. Each request lands in their action queue on the dashboard, and the ball-in-court bar on the document shows whose move it is.