If guide approval is set up for your team, all guides must be approved before publication. team members who are not approvers can request approval for guides that are ready to be publised.
💡 Note: Once approval is requested, the guide version will be locked. To make changes, switch to the Draft version of the guide. Be aware that changes to the draft will not be reviewed by approvers unless you cancel the approval request, update the guide, and resubmit it for approval.
Requesting Guide Approval
Navigate to the guide that is ready for approval
Click REQUEST APPROVAL
Add a comment for the approver(s) explaining your request or summarizing the changes made
Click REQUEST APPROVAL again to confirm and send your request
The approver(s) will receive an email notification when it is their turn to review the guide. You can check the status of the approval workflow in the Activity Log
👣 Follow the step-by-step instructions in SwipeGuide
Canceling Guide Approval
If you need to make additional changes after submitting an approval request, you can cancel the request at any time:
Navigate to the guide with the pending approval request
Click CANCEL APPROVAL REQUEST
The approver(s) will receive an email notification that the approval request has been canceled.
👣 Follow the step-by-step instructions in SwipeGuide