You can approve a document by adding a new Approval Step by following these simple steps:
Step 1: Click on More actions and then click on Add a New Step.
Or click on the plus (+) icon from the current step (Edit the draft step) to add another step.
Step 2: Click on Approval then Add step.
Step 3: When in edit or any prior step, you will see Start Approval button on the top right. Click on that button which will then active the step turning the step color to blue.
Step 4: Here, you can add one or multiple members to perform the action by clicking on the icon.
Fill in the details of the member and click on Add &Send to auto notify the member to approve the document.
Note: The added member will be auto notified once the step is active.
Step 5: Click on Approve.
Note: Auto-completion automatically starts another step when the action required is performed by each and every member on the step else have to start the next step manually.
Write your message and click on Approve.
Once approval step is completed, the step will reflect the message along with the approved status.
Please Note: Approval is one of the premium feature available on Zegal to our Professional plan only.
Please feel free to reach out to us at firstname.lastname@example.org or via our app's live chat if you have any questions.