Approval workflow

Some organizations require a reviewer to approve bundles before they are sent to recipients.

For uploaders

If your account or group requires approval:

1. Upload files and complete the bundle as usual.
2. The bundle enters pending approval status instead of being sent immediately.
3. You receive an email when a reviewer approves or denies the submission.

If denied, the reviewer may include a reason. You can edit the bundle and submit again.

You can see pending bundles on your homepage under the pending approval section.

For reviewers

If you have the reviewer role, an Approval queue link appears in your account menu. It shows how many bundles are waiting for review.

For each submission you can:

• Approve — The bundle is published and invitations or links are sent as configured.
• Deny — You must provide a reason; the uploader is notified.

Review the bundle title, description, file list, and recipients before approving.

Who needs approval?

Your administrator assigns groups and policies. You may be in a group that always requires approval, or have a personal override. Check your account page for your effective approval setting, or contact your administrator if you are unsure.