Welcome to Your Weekly Simplify Your Workflow Insight!
This week’s Simplify Your Workflow tip is all about the send-for-approval workflow.
Ever needed to get a document signed off yesterday? We’ve all been there. Whether it’s a policy update, a proposal, or just something that needs a quick green light, waiting on approvals can slow things down.
Lucky for us, SharePoint has a simple solution built right in—the Send for Approval workflow!
Why You Should Be Using This Workflow
No need to mess around with complex automation or build fancy Power Automate flows (though, trust me, there’s a time and place for that). The Send for Approval workflow is right at your fingertips, ready to go. Just a few clicks and you’re done:
- Select the document you need approved.
- Click Send for Approval in the document menu.
- Choose your approvers.
- Hit send, sit back, and let SharePoint do the work.
What Happens Next?
- Approvers get a notification and can review the document straight from their email or SharePoint.
- Once they give the thumbs-up, the document status updates automatically—no more chasing people for updates!
- You can track the approval history, so there’s always a record of who approved what and when.
It’s Simple, But Powerful
Sure, this workflow isn’t as fancy as a custom-built approval process, and it has its limitations. But for those everyday approvals? It does the trick.
And if you really put some thought into it, you could build entire solutions using this little gem. (Stay tuned—I’ll cover that in a future post!)
So next time you need an approval fast, don’t overcomplicate things. Just Send for Approval and keep things moving.
Click through the Scribe below to see the Request Sign-Off Workflow steps in action.
