Document Approval
Manage the approval process for documents, ensuring proper review and authorization.
By
AnyDB
The AnyDB Document Approval template is designed to facilitate structured and trackable document review workflows across teams. It supports the collection of essential document metadata, attachments, and reviewer feedback while enabling multi-step approvals with dynamic status badges and decision history.
Suitable for
Description
This template captures key details about any document undergoing approval, such as title, version, department, document type, purpose, and author. It includes upload fields for multiple files and provides slots for two reviewers to log their decisions, roles, comments, and approval dates. Each approval decision (e.g., Pending, Approved, Changes Requested) is color-coded and linked to a visual badge that reflects the document's overall approval status.
A dynamic title is generated using the document title, type, and creation date, making each record easy to scan and reference in dashboards. Built-in formulas aggregate reviewer decisions into a global approval state (e.g., "Approved", "Not Approved").
Key Data Stored
- Document Title & Version
- Department
- Author Name
- Document Type – Selectable (e.g., Contract, Report, Proposal, Policy, Other)
- Purpose – Rich-text description of the document’s intent
- Document Uploads – Support for multiple file attachments
- Reviewer Details – Name, Role, Approval Status, Comments, Approval Date
- Global Approval Badge – Auto-calculated status from all reviewer decisions
- Dynamic Document Title – Automatically generated using key fields and date
- Color Highlights – Status-based background changes for visual clarity
Business Use Cases
- Contract and Policy Approvals – Ensure leadership and legal sign-off before execution
- Marketing Material Review – Coordinate final approval of messaging and assets
- Cross-Department Proposals – Route strategic proposals for multi-functional review
- Compliance Documentation – Track changes and get approvals for sensitive content
- HR and Onboarding Docs – Ensure content is reviewed by relevant managers
Why This Template is Powerful
- Dynamic Status Logic – Auto-detects if all required approvals have been met
- Two-Step Review Process – Accommodates dual reviewers with independent feedback
- Attach Anything – Files, visuals, or drafts can be uploaded and archived
- Dashboard-Ready Titles – Each approval record is clearly named and time-stamped
- Customizable for More Reviewers – Easily extended to support more complex workflows
This template provides structure and visibility across document approvals—ensuring nothing gets published or executed without clear, traceable oversight.