Building a Simple Approval Process Directly in Your Records

When a record is ready for review, mark it for approval directly. The reviewer sees the pending record, reviews the details and any attached documents, and approves or rejects it. The status updates on the record, and the history of the decision is preserved alongside the data it applies to.

Not everyone should have approval authority. Use role-based permissions to restrict approval actions to Editors or Owners, while Viewers can only observe the status. This enforces your process without relying on people remembering to ask the right person.

For workflows that require evidence — signed contracts, completed checklists, supporting documents — attach the file to the record before submitting for approval. The reviewer sees both the record details and the attached evidence in one place. Approved records become self-contained audit trails.