APPROVALS

Every version, approved by the people you choose.

Request approval of a specific version from 1 to 20 people. They approve or reject from their inbox, with a comment — and while the request is open, that version can’t be published or sent for signature.

SOP-014 · v4 · 3 APPROVERSLAULaura Méndez · ApprovedTOMTom Reyes · ApprovedCARCarla Ortiz · Pendingv4Publish · on hold
WHO’S INVOLVED

You choose the approvers. NexDok handles the rest.

Any active workspace member can be an approver, whatever their role. Requesting approval takes the Editor role; publishing afterwards takes Admin or Owner.

ANAAna Ruiz● Requester
Editor · requests
Request approval
LAULaura Méndez● Approver
Viewer
Approved · Oct 21 10:12
TOMTom Reyes● Approver
Editor
Approved · Oct 21 15:40
CARCarla Ortiz● Approver
Admin
Pending
ADMLuis Ortega● Publishes
Admin
Publish v4 · after the decision
INB“Approvals” inbox● Every approver
Needs My Action · Submitted
x/y progressEmail
Tied to the version: the request is about v4; uploading v5 doesn’t change it.
Reaches every approver: an email and their “Approvals” inbox, with x/y progress.
WHAT NEXDOK DOES

From a version under review to a publishable version — with the trail intact.

1 · REQUESTYou pick the approvers

An editor requests approval of a specific version from 1 to 20 workspace members, with a note.

2 · DECIDEEach from their inbox

Every approver gets an email and sees it in “Needs My Action”: Approve or Reject, with a comment.

3 · UNANIMITYOne rejection is enough

The request is approved only when everyone approves. One rejection closes it as “Rejected”.

4 · PUBLISHThe version is released

While it’s open, no one publishes v4 or sends it for signature. Once closed, an admin can publish it.

And they never collide: you can’t request a signature with an open approval, or an approval with an active signature.
TRY IT — SAMPLE WORKSPACE

Decide as each approver. See when publishing is released.

“Clínica Andina” · SOP-014 Sterile Field Preparation · v4 · 3 approvers.

About SOP-014v4
Laura: “OK”
LAURA MÉNDEZ · VIEWER

Approved · Oct 21 10:12

TOM REYES · EDITOR

Pending

CARLA ORTIZ · ADMIN

Pending

In progress · 1/3

Sample data. Requesting approval requires the Editor role.

THE BRAKE ON PUBLISHING

While it’s being decided, that version isn’t published.

01Tied to the version

The request is about v4. If someone uploads v5, v4’s approval doesn’t change and v5 needs its own.

02In parallel

All approvers decide at once, in no order. Two simultaneous votes are recorded one after the other, with no conflicts.

03A brake on publishing

With the request open, publishing v4 returns an approval-pending notice.

04No clash with signing

No signature request with an open approval, and no approval with an active signature.

What gets recorded

Every request, decision and cancellation is kept with who and when, and the requester and approvers are notified by email.

StepWhoWhenResult
RequestAna RuizOct 21 · 09:02Email to 3 approvers
DecisionLaura MéndezOct 21 · 10:12Approved
DecisionTom ReyesOct 21 · 15:40Approved
DecisionCarla Ortiz—Pending
HONEST BY DESIGN

An approval is a decision by people, not an automatic formality.

Optional, not mandatory

Publishing doesn’t require approval. What an open request does is hold publishing back.

You choose who

No automatic approvals by type or collection: every request names its approvers.

Approving doesn’t publish

Publishing is still an explicit act by an admin or owner.

Approve or Reject

No automatic deadlines or reminders: each approver decides from their inbox.

EVERY APPROVER’S INBOX

Everything waiting for your decision, in one place.

“Needs My Action” shows only what’s waiting for you, with filters by state, type and collection and each request’s progress. “Submitted” collects what you requested.

Needs My ActionSubmittedFiltersx/y progressEmail
Approvals · Needs My Action3 waiting for you
SOP-014 · v42/3In progress
TRAVEL POLICY · v60/2Pending
BETA CONTRACT · v31/4In progress
All statesAll typesAll collections
Email: Approval requested: SOP-014 Sterile Field Preparation
FROM APPROVAL TO SIGNATURE

Approve the version. Then sign it with SignDok.

Once the request closes, the version can be published or sent for signature. Every step stays on the same document.

APPROVAL REQUEST · SOP-014 v4

Approved · 3/3 · Oct 22 2026

SIGNDOK · 2 SIGNERS IN ORDER

Signed · new version Signed (v5)

Signatures can only be requested when no approval is open.
Approvers

1 to 20 active workspace members, of any role.

To request

Editor role or higher.

To publish

Admin or Owner role.

Notifications

Email on request, on close and on cancel.

Which document needs approval this week?

Tell us what you review and who approves it. We’ll show it to you in NexDok.

Contact us