How to: Approval Flow Steps Grid

View approval flow steps, roles, and users who have access for each document in your project.

Please reach out to GreenSlate Support at if you would like to request access.

Step 1: Click APPROVAL FLOW STEPS on the left navigation.

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Step 2: Use the default tab views and filters to search for the project/approval flow you would like to review.

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Project: Project Name

Approval Flow: Document type

Step Name: This is customizable. Contact Support if you would like the step renamed.

Step Order: The placement of this step within the approval flow order for that document.

Skippable: Whether or not the step is required. Will show NO if the step is required.

Specific Approving Users: User is assigned on the step to approve as a specific user.

Approving Roles: Role assigned to the step to approve. Anyone with this role can approve on this step.

Users of Approving Role: All users with the role that is assigned on the approving step.