Set up clear
document approvals.

Define the request and its owner

Agree which requests need review and who prepares them. For an expense claim, capture the employee, expense date, category, amount, business purpose and supporting receipt.

Prepare a document the reviewer can assess

Check the supplied details and preview the document. Ask for missing information before sending it for review. A reviewer should be able to understand what is being requested from the document and evidence.

Choose the review order

Select the authorized approvers and any signers. Sequential routing follows the approver order; parallel routing lets approvers decide together. Signers become ready only after approvals finish. The Inbox reflects the current turn, so someone waiting on another decision does not see a premature action.

Handle corrections without losing context

An assigned approver can request changes with feedback. The requester’s Inbox shows a revision task. Update the editable draft, check its details and send a new review request. For expenses, use Edit expense details so the amount and document stay consistent.

Retain the result and finish the handoff

Keep the completed document and activity history together. For an approved expense, Finance or an administrator can record the reimbursement date and reference after making the payment. The approved artifact stays unchanged.

Test before sharing with the team

Run a sample request from start to finish. Check that the reviewer can access the details and that you can find the result afterward.

• Try a complete request with sample information
• Check what happens when a required detail is missing
• Confirm who will answer questions and monitor pending work