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.
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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