Approving Documents and Pages
Click the approval flow button to open the panel
Approve at two levels:
Entire document (via the document-level check/flag)
Individual pages (page-by-page)
Toggling:
Click a check again to unapprove a previously approved page or document.
Use the flag to mark items that need attention
Hotkeys
Approve current page: Ctr + Enter
Approve entire document: Ctr + Shift + Enter
Flag page and next: Ctr + ]
Pro Tip: if you forget hotkeys: open the main menu and click Show Help dialog.
Reviewer approval and stages
Three approver slots:
Reviewer 1 (red)
Reviewer 2 (blue)
Reviewer 3 (purple)
First-come, first-serve:
The first person to approve becomes Reviewer 1, the second becomes Reviewer 2, and the third becomes Reviewer 3
Visual indicators:
Approvers are shown in the top right via avatar or initials
Approved items show:
A colored check mark in the outline
An approval stamp in the top-right corner of the document page
Completion indicators:
Once a page/document is approved:
Outline shows a colored check mark
An approval stamp is placed on the page; hovering shows:
Approver initials
Date
Time of approval
When all three approvers have approved a document that document is highlighted in green
When the entire document category is fully approved the whole document shows as green
Note: Only one person can be actively approving a document at a time.
Navigation and Filtering
Category Expand/Collapse: use the arrow control to collapse/uncollapse categories
Page Expand/Collapse: use the eye icon to show or hide all pages vs just file-level view
Document Filter: Filter by document category (default shows all categories)
Status Filter: shows overall status: Approved, Not approved, or Flagged
Views and Ordering
You can switch how the outline is displayed:
Document Type view (default)
Groups and orders documents by tax order
Outline Order
Reflects any custom ordering you applied when generating the workpaper
Tax Order view
Organized in tax order, similar to the document type
