Skip to main content

Create an approval policy

Create an approval policy to decide when work needs review and who receives each step.

Who can do this​

You need company:approvals:manage. The built-in Administrator and Controller company roles include this permission.

Before you start​

  • Add the employees or groups you plan to assign to the route.
  • Decide which company-configured fields should determine whether the policy matches.
  • Decide whether this policy should combine with other matches or stop evaluation when it matches.

Choose a policy area​

The Approval policies page has four tabs:

TabWhat it controls
Your document label followed by approvalApproval routes after document review. For example, a company using the label Invoice sees Invoice approval.
Your document label followed by reviewReview routes for validation work. It uses the same company-configured document label.
Email reviewReviewers for uncertain attachment classification or split decisions.
Fallback approverThe person who receives a document when no approval policy matches or an auto-approve route cannot be used. This tab does not create a policy.

Create the policy​

  1. Select Settings in the main sidebar.
  2. Select Approval policies under Company in the Settings sidebar.
  3. Select the approval, review, or Email review tab for the work you want to route.
  4. Select Create policy above the policy list.
  1. Enter a Policy name in the left side of the dialog.
  2. Set Status to Active or Inactive.
  3. Enter a Description if your team needs more context.
  4. For document approval or review, enter a Policy group and choose a Policy type.
  5. If you chose Threshold policy, select a Threshold field and enter the Threshold.
  6. For document approval or review, choose Use all matching policies or Use first matching policy under Matching mode.
  7. For document approval or review, choose Manual review or Auto approve under Outcome.
  8. Add the Conditions that decide when the policy matches.
  9. Add the approval or validation steps on the right side of the dialog.
  10. Select Save policy.

The condition fields and values come from your company's composed schema, so another company may see different choices. Use the labels shown in your dialog.

What you should see​

The dialog closes and the policy appears on the selected tab. The list shows its Order, Policy group, Applies when, Routes to, and Status where those columns apply.

If something goes wrong​

  • If Create policy is missing, confirm that you have company:approvals:manage and that you are not on Fallback approver.
  • If Save policy does not work, check the message at the top of the dialog for a missing name, policy group, step, or threshold.
  • If an expected condition field is absent, the field is not enabled for approval routing in your company's schema.

We use cookies to understand how visitors use our site.