Requesting an approval

Before you get started

Approvals can be requested on all Draft paperwork items in Worknice.

• Documents

• Forms

• Certificates

• Tasks

Requesting an approval

It is important to note that your item must be in a draft state before you can request an approval. If you have already assigned the item, you will need archive it and create a new draft.

Open your draft item and click the Approvals button and select the people that you would like to request an approval from then click Save.

When you are ready to request approval, click Request Approvals. Each approver will receive a notification.

Checking an approval request status

To check on the approval request status click the Approvals button to check the status of each approval request.

Assigning your item

Once you have received all approvals, the item will be able to be assigned by clicking the Assign button.