How do note approvals work?

Request approval when a brief or doc needs a sign-off before it is final.

Request approval on a note when it needs a formal sign-off — the approver sees a clear request and the note carries its approval status until it's resolved.

Requesting approval

1. Open the note and choose Request approval.
2. Pick who needs to approve it.
3. The approver is notified and can review the note in place.

Approving a note

The approver opens the note, reviews the content, and marks it approved once it's ready — or leaves it pending and follows up if it's not. The note's status updates so anyone viewing it can see who has approved and who's still pending.

Tips

• Use approvals for anything that needs a real decision on record — a brief, a policy doc, a plan that's about to become official — not for routine notes.
• Approval status is visible on the note itself, so you don't need to ask "did this get signed off yet?" in chat.

Related

• How do I create a note?
• Who can edit a note?

Still stuck?

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