Two-Phase Approval
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      3. Two-Phase Approval

      Two-Phase Approval

      Workspaces with the Two-Phase Approval app requires workspace admin approval before a document can be added or removed from the workspace.

      Two-Phase Approval - Gen 4

      Two-Phase Approval - Gen 3

       

      Two-Phase Approval - Gen 4

       

      How to approve new documents

      1. Workspace admins will receive a New approval request in Safelink email each time a user uploads a new document into the workspace.

      2. Documents requiring approval will appear in Pending Approval folder. Workspace admins can click the document name to open and review it.



      3. Select the document and click the Approval icon in the toolbar.



      4. Click Approve to approve the document and make it visible to other users in the workspace.


        Workspace admins can delete the document instead of approving it. 

      5. A notification message appears to confirm the approved documents. 



      6. Users with the correct folder permissions can see the approved documents. 

      How to approve document deletion

      1. Workspace admins will receive a New approval request in Safelink email each time a user deletes a document in the workspace. 

      2. Documents requiring deletion approval will appear in the Pending Approval folder. 



      3. Select the document and click on the Approval icon in the toolbar.



      4. Workspace admins can click Approve Deletion to remove the document or click Reject Deletion to decline the request and keep the document in the workspace. 



      5. Click Ok to confirm and approve the deletion.

       

       

      Two-Phase Approval - Gen 3

       

      How to approve new documents

      1. Workspace admins will receive a New approval request in Safelink email each time a user uploads a new document into the workspace.

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      2. Documents requiring approval will have a Pending Approval status. Workspace admins can click the document name to open and review it.

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      3. Click Approve to approve the document and make it visible to other users in the workspace.

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        Workspace admins can delete the document instead of approving it. 

      4. Click Yes to confirm and approve the document. 

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      5. Users with the correct folder permissions can see the Approved documents. 

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      How to approve document deletion

      1. Workspace admins will receive a New approval request in Safelink email each time a user deletes a document in the workspace. 

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      2. Documents requiring deletion approval will have a Deletion Requested status. 

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      3. Workspace admins can click Delete to remove the document or click Keep to decline the request and keep the document in the workspace. 

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