Creating simple approvals

If your approval process requires a single step, you can use a simple, single-step approval.

About this task

Note: If your approval process requires multiple steps for review and approval, create a multiple-step approval flow. Approval flows are described in About approval flows and approval flow templates.

To create a single-step approval, complete the following steps.

Procedure

  1. In the Review Area, click New Approval.
    Note: When you select Resolve open items, you archive all notes and scribbles related to the version.
  2. On the Approval page, enter a title.
  3. Optional: Select Lock to lock the version.

    Locking the version prevents reviewers from adding annotations within the version of the creative item in the Review Area. Leave the version unlocked if you want reviewers to enter comments using the Markup tool.

  4. Enter a description.
  5. Select a due date.
  6. Select the required reviewers.
  7. Optional: Select Notification to notify reviewers of the new approval.
  8. Optional: Select the option to automatically close the approval when all reviewers have approved.

    If you select this option and all reviewers approve, the approval closes automatically. If a reviewer responds with Approve with changes or Not approved, the approval does not automatically close.

  9. Click Create.