The Approval Process feature enables you to prevent documents from going live until they have been approved by the appropriate personnel. When set up, approvers received notifications and emails advising them that a document requires assessment for approval / rejection. This feature is essential for organisations operating a formal Quality System.
The set up process is basically the same in the mobile app or web versions of GembaDocs.
You need to be logged in as an admin. Then go to Settings.
In Advanced Settings, toggle Approval Process for SOPs; approvals are not essential for kanbans in most organisations.
Add Approvers to your Process by going to User Admin / Approvers.
See the SOP 'Set up approval with tags' for advanced custom flow guidance.
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