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Approval workflows

Optional dual-control approval before export (Firm+).

How it works

Pending check

Unreviewed suggestions warn before download.

Markings

Watermark, page numbers, exhibit stamp, appendix.

Verify

If flagged text survives, the file stays here.

Optional dual control. Requesters cannot approve their own export.

An admin enables approval documents under Settings → Access and exports, and picks which admins or reviewers receive requests.

On Firm, Trial, and Enterprise, open a document and use the Approval control to submit for review.

Pending requests for configured reviewers appear on the Queue page under Pending approvals.

Optionally turn on Require approval before export so download stays blocked until a configured reviewer decides. Requesters cannot approve their own requests.

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