Request Approval

Part 1 - How to Request Approval from any users

1. Click on Workspace

Step 1 screenshot

2. Click on Documents

Step 2 screenshot

3. Select "Draft"

Step 3 screenshot

4. Click on Create Document

Step 4 screenshot

5. Upload files from computer

Step 5 screenshot

6. Click on RFI FORMS.pdf

Step 6 screenshot

7. Rename File

Step 7 screenshot

8. Add description (optional)

Step 8 screenshot

9. Choose assignee

Step 9 screenshot

10. Click on any user

Step 10 screenshot

11. Choose Cc (optional)

Step 11 screenshot

12. choose Group (optional)

If user did not choose any group, it will automatically set as ungroup

13. Click on Add attachment (optional)

Step 13 screenshot

14. Click on Add photos (optional)

Step 14 screenshot

15. Click on Add linked document (optional)

Step 15 screenshot

16. Click on Save

Step 16 screenshot

17. Click on 3 dots

Step 17 screenshot

18. Click on Request Approval

Step 18 screenshot

19. Click on Request Approval

Step 19 screenshot