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.

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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