This guide shows you how to approve or reject a document in QuoteCloud, helping you manage workflow decisions and keep the approval process on track.
Approve or Reject a Document
Approve / Reject a Document
Learn how to review documents and process approvals or rejections through the workflow review system in My Guideflow.
Steps to approve or reject a document
1
Open Workflow Review
From your dashboard, click Workflow Review to view the list of documents awaiting approval or review.
2
Open the document for review
Click the View button next to the document you want to review.
3
Review the workflow checklist
When the document opens, the Document Workflow side panel will appear automatically. Review the checklist items and add comments or notes where required.
4
Reject the document (optional)
Click Decline if the document should be rejected. This will mark the document as rejected and trigger the workflow path for rejected documents.
5
Confirm the rejection
After clicking Decline, click Confirm to finalise the rejection. You can also include a message explaining the reason for rejection.
6
Approve the document (optional)
Click Approve if the document meets approval requirements. This will mark the document as approved and continue the workflow path for approved documents.
7
Confirm the approval
After clicking Approve, click Confirm to finalise the approval. You may also add comments or feedback for the document creator.
8
Review the updated document status
Once confirmed, the browser will refresh automatically and the document status will update to either Approved or Rejected, depending on your selection.
FAQs