Approvals Overview

Get a sign-off on content before it goes live

Approvals let you get a sign-off on content before it is published.

Key concepts

  • A pipeline is the route content takes: up to 5 stages, each with the people who approve it.
  • A request is content sent through a pipeline.
  • Reviewers get an email with a secure link and approve or reject without an account.

The Approvals page

  • At the top, four counts: Waiting on you, In review, Approved and Rejected. Click one to open that list.
  • Pipelines tab: every pipeline with its stages, who approves each one, and how often it has been used.
  • Requests tab: everything sent for approval, with filters and a search box. Rejected requests show the reviewer's comment.
  • Waiting on you tab: requests where your decision is needed right now.

How to get started

  1. Go to Approvals from the sidebar.
  2. Click New pipeline, or start from a template.
  3. Send content with New request, or from the Content Library with Send to Approval.
  4. Follow progress on the Requests tab.

Tip: Look for the video tutorial button in the top-right corner of each page for a quick walkthrough. Admins can add or change tutorial videos at any time.

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