Guides
Getting started
Focused ApproveThis guides for getting started.
The Guided Setup
Answer four questions — what you're approving, how requests arrive, who approves, and what the form asks — and the guided setup assembles a working workflow, drafted form included, ready to test before anything goes live.
Read docApproval Workflows
The whole point, end to end — someone asks, the right person signs off, and everyone can see what happened. One request's full life: submitted through a form, routed to its approver, decided.
Read docTemplate Library
Start from one of 146 ready-made approval workflows — each with a complete pre-built form — instead of designing yours from a blank page.
Read docWorkflow Testing
Every workflow starts in a safe sandbox: until you publish, you can run real requests through the real form and the whole approval chain — every notification comes back to you, nothing counts against usage, and nothing fires externally.
Read doc