10 articles
Workflow Approvals
Approval routing, task inboxes, review decisions, signatures, and workflow participation.
Start with these workflow approvals guides
Use these articles to learn the core concepts, complete common tasks, and troubleshoot the most frequent questions in this DeskDox area.
Articles in this section
How to Review an Approval Task
Approve or reject a workflow task after reviewing the document, metadata, comments, and workflow history.
3 min readHow to Submit or Track a Workflow
Start a workflow from upload or document actions, track workflow status, and understand why workflow options may be missing.
2 min readReviewing Workflow Tasks
Review an assigned workflow task and understand when action buttons are available.
2 min readDocument Signatures
Use the Signatures tab to see signature requests and signing status connected to the selected document.
1 min readDocument Workflow Tab
Use the Document Detail Drawer `Workflow` tab to check workflow status for a document.
2 min readMy Tasks and Workflow Inbox
Find assigned workflow work, use visible task filters, and understand why a task may not appear.
3 min readOverdue Tasks and SLA Breaches
Open your task inbox to review work assigned to you. Use `Show overdue first` when available to prioritize overdue work. Administrators can use the Department SLA dashboa
1 min readWorkflow Comments and Decision Notes
Understand workflow comments and decision notes without assuming every workflow exposes the same fields.
2 min readWorkflow History and Status
Check workflow progress, understand common status labels, and know where approval history may appear.
2 min readWorkflow SLA and Due Dates
Workflow SLA is configured at the workflow template step level on `/app/admin/workflow-templates/:id`. This is an admin configuration area and may be hidden if your role
2 min read