Versions and Approvals
Submit a version for review
Move a version into the approval workflow.
Who this is for: Editors and reviewers.
Last updated
Once you have a version, submit it for review. Submission moves the version into an append-only approval workflow with role-gated actions: submit, approve, request changes, withdraw, and archive.
- 1
Open the version
Go to the template’s versions and open the one you want reviewed.
- 2
Submit for review
This signals reviewers and records the action in the history.
- 3
Wait for a decision
A reviewer will approve or request changes.
Preflight must pass before a version can be approved, exported, or test sent. Resolve blocking findings first.
Expected result
Your version is submitted and visible to reviewers.
Common mistakes & troubleshooting
- If you cannot approve your own version, that may be by role design - see Why can I not approve this version?.