Document review and approval flow

Article applies to:

• ShareFile Employee users

The Document Approval Flow enables project members to review, comment, and approve shared documents without leaving the project. It provides a structured process to move files from submission to sign-off, ensuring that every stakeholder has reviewed and confirmed the document before it’s finalized.

After a client uploads documents, the Request List owner or an employee added as reviewer can review and take action.

To review the uploaded documents:

1. Go to the project > Tasks tab.

2. Select the relevant request list.

3. Click on an uploaded file to open it in the viewer.

4. Choose one of the following actions:

   a. Approve – Marks item as complete.

   b. Reject – Sends it back to the client with comments.

   c. Request Changes – Allows resubmission.

5. The client receives an automatic notification with your feedback.