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The ability to request file approval is available beginning in FileCloud 21.2.

When you request that another user approve a file, you are simply asking for confirmation that the file is okay. You are notified of the approver's response, but the response does not alter its status.

To request approval of a file:

  1. Hover over the file and click the More (3 dots) icon, then choose Send for Approval.
    A Send File for Approval dialog box opens.
  2. In Send to, enter the usernames or email addresses of existing FileCloud users.
  3. You may change the note in Message or leave the default of Please, approve this file.
  4. Click OK.
    The approval is sent to the approvers' inboxes in FileCloud.

To review a pending approval and approve or reject it:

  1. When you first log in, if the the screen indicates that you have pending actions, click the pending actions button.

    You can also access your pending actions by clicking Manage Actions in the drop-down list under your username.

    The Actions screen opens.
  2. If you want to quickly approve or reject the file, click the approve or reject icons in the listing for the approval:
  3. Click the username of a file that is pending approval.
    A screen opens and displays file details as well as icons for approving or rejecting the file.
  4. If the screen includes a preview file, as an approver, you may want to check the preview. If there is no preview file, you can download the file and review it.
  5. If you want to enter a note to the user who sent the file for review, enter a note in Comment, and click Add Comment.
  6. Once you have reviewed the file, approve it by clicking the thumbs up icon or reject by clicking the thumbs down icon.



    Pending share approvals sent by Automated Workflows also appear in your inbox. For information about this type of share approval, see Share Approval Workflows.

To check file approvals and rejections:

When someone approves or rejects one of your files, you are notified in your FileCloud notifications.

  1. Click Open in the notification to view details of the approval or rejection

    OR
    To view all approvals and rejections, click Manage Actions in the drop-down list under your username.
    The Actions screen opens.
  2. Click the Sent tab.
  3. Find the listing for the file and check if its status indicates that it is In Review or has been Approved or Rejected.
  4. To see more details including any comments the approver has made, click the username above the file.



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