Line
IT Knowledgebase
< All Topics
Print

How to request document approval in SharePoint

1.Click the checkbox next to the document you want to be approved, then ellipsis > Automate > Request Sign-Off

2.On the side panel on the right, click Create flow

3.On the next screen, type in the name(s) of approvers, add a personal message and click Run flow. In case you list more than one approver, any of the approvers will be able to approve.

4.You will receive a confirmation message

5.One other thing you will notice is that your library will also get an extra column called Sign-off status, showing that the document is Pending the approval

Experience for the Approver

  1. The Approver will receive an email in Outlook offering them to either approve or reject the document. Once the Approve or Reject button is clicked, they will be routed to

the Power Automate screen shown below.

2.On that screen above, the Approver can view the document, Approve/Reject or Re-assign the approval, provide comments (optional) and click Confirm

3.A confirmation message will appear to the Approver

4.The original requester will also receive a confirmation email

5.And the Status will be updated accordingly in the document library

The document’s approval can occur either via email (as documented above) or via the Approval App in Teams (more on this in one of the future posts).

Credit : https://sharepointmaven.com/

Messenger