Due Dates & File Attachment in Approval Cycles

Users can now enhance the efficiency of approval cycles with two new capabilities:

Establishing Due Dates

It is now possible to set a due date by which assigned approvers must complete their tasks.

Setting deadlines allows approvers to prioritize tasks effectively, ensuring timely approvals and preventing delays. This is crucial for various scenarios, such as compliance reviews, product launches, and project milestones, among others.

How it Works

When sending an object for approval, users can select a ‘Due Date’ using the calendar picker, similar to the endorsement cycle.

Attaching Files

Users can now attach files when sending an object for approval, allowing them to provide detailed instructions or guidelines, for example.

This enhances the comprehensiveness of requests and ensures approvers have all necessary information. The added clarity reduces the need for back-and-forth communication, improving efficiency and increasing the likelihood of first-time approval success.

How It Works

When sending an object for approval, users can attach a file.

Approvers can download or preview the file when they open the ‘Pending Approval’ action box.

*For more information on the approval cycle, please click here.