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- Ensure document integrity and compliance with standards such as ISO 9001<\/li>\n
- Fully transparent and traceable review processes with detailed logging<\/li>\n
- Flexible approval paths: choose between sequential and parallel processes<\/li>\n
- Leverage existing systems within Process Street, utilizing roles, permissions, notifications, and more<\/li>\n
- Automated tracking to significantly reduce manual follow-up efforts<\/li>\n<\/ul>\n
Common Use Cases<\/h2>\n
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- Quality Assurance Checks: Ensure that all company manuals and operating procedures are vetted thoroughly, adhering to quality benchmarks and compliance standards<\/li>\n
- Version Control in Regulatory Filings: Maintain integrity during document submissions in heavily regulated industries like pharmaceuticals, where compliance is critical<\/li>\n
- Collaborative Editing and Feedback: Streamline the process of gathering input and approvals from multiple stakeholders during document creation or updates, ensuring all voices are heard and accounted for<\/li>\n<\/ul>\n
Users: You must be an Administrator or a Builder<\/a> with edit<\/a> permission to create Document Approvals.<\/i><\/strong><\/em><\/p>\n
Contact our support team<\/a> if you would like to trial this feature.<\/i><\/strong><\/em><\/p>\n
How to set up document approvals<\/h2>\n
First, you’ll need to import the Change Request workflow into your organization. You can do that from our in-app workflow template gallery, shown below.<\/p>\n
Click + New workflow<\/strong>, select Explore Templates<\/strong>, choose the Compliance<\/strong> folder and then click the Change Request<\/strong> workflow.<\/p>\n
![\"Import](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2025\/03\/Screen-Cast-2025-07-09-at-4.18.02-PM-scaled.gif\")
<\/p>\nNow that you have the change request workflow, you can set up approvals on any Workflow, Page<\/a> or File<\/a> you choose.<\/p>\n
When editing your document, click the settings cog<\/strong>. Here, you can search for the change request workflow.<\/p>\n
Select the change request workflow from the dropdown and turn on the toggle switch<\/strong> for “Reviews are required to publish a new version”. Click Save<\/strong> to finish.<\/p>\n
![\"Selecting](\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2025\/03\/change-req-toggle.png\")
<\/p>\nMaking edits & requesting approval<\/h2>\n
Now that your change request workflow is connected, go ahead and make changes to a page, workflow or file<\/a> of your choosing. When ready, click Request Review<\/strong>.<\/p>\n
At this point, the request workflow run opens up, and you can complete the steps, assigning the person you need to approve the changes.<\/p>\n