When approvers are configured on an Agent, every document it processes will sit in Pending status until all required approvers have acted on it. Without approvers, documents move straight to processing.
Adding an approver
Go to Manage Teams > Agents and open the Agent
Go to the Workflow tab and find the Approvers section
Search for a team member by name or email (minimum 3 characters)
Select them from the results — they're added immediately
Optionally, click the edit icon to add a role description (e.g., "Reviews pricing and line items") — the Agent uses this to understand each approver's responsibility
Removing an approver
Click the trash icon next to the approver's name. They'll no longer be required to sign off on future documents. Documents already in Pending are not affected.
How approval works
All listed approvers must approve before the document can move to Approved
Any approver can reject — the document is then blocked until edited or the rejection is undone
Editing a rejected document automatically resets all approvals and returns the document to Pending
Admins can use Force Approve to bypass pending approvals when needed
No approvers configured? Documents processed by the Agent will skip the approval step entirely and move straight to processing.