Our digital approval request feature can be used to securely request another workspace member's approval of files. If you would like to request an approval from someone that is not currently a member of your workspace, you can invite them into your workspace at the same time as requesting their approval, in a single easy flow.

NOTE: You will need permission to add external users to your workspace. If you do not have that permission, contact an Administrator.

Firstly, locate and click on the file that you would like to have approved.

In the file 'Options' drop down menu click the 'Approval request' link.

Select 'Add new request'.

Click into the highlighted box above and enter the email address of who you would like the requests to be sent to. You have the option of adding a personalised message to the invitation. Click Next.

Note: If you only see ‘Select members’ in the highlighted box, contact your administrator for permission to invite users into your account.

Is there a date that you want a response by? Then add it to the 'Response due by' field and users will be made aware of the request’s urgency when they receive their notification. Automated reminders will be sent to encourage a timely response and you can chose the desired frequency. Note: If you don't add a due date, the automated reminders will start from the day you send your request.

Now click 'Send’ and the recipient will receive an email to approve the file with link to join Glasscubes as a ‘Contributor’ to the workspace.

The recipient will receive an email notification with link to join and review the file.

The recipient will be invited into the workspace and simply needs to enter their name, create a password and click 'Join Us' for access to review the file.

The recipient will be presented with the items they have been requested to approve and and can view the file by selecting 'View & Approve'.

The file preview will provide the option to either Approve or Reject the file.

When a user approves the file they are given the option to add feedback which will automatically be recorded in the comments section against that file.

When a user rejects a file, they must justify the rejection before they can click the 'Reject' button. This feedback will automatically be recorded in the comments section against that file.

After sending the approval requests the user list will record and display whether they have responded or not and if they have approved or rejected the file. The person who has sent the approval request will receive a notification when it is approved or rejected.

Click here for information on file approval and read request reporting.

Click here for more information.