In today's fast-paced digital world, efficient collaboration and secure file approvals are essential for businesses of all sizes.
How to turn on verified approvals
If you're a collaborator or project manager looking to implement verified approvals for added security and efficiency, follow these simple steps:
Step 1 - Open the reviewer group settings
Navigate to the desired reviewer group and toggle the reviewer group settings.
Step 2 - Enable verified approvals
Within the reviewer group settings, toggle on the "Required verified approvals" option. You can also set this setting in project templates, eliminating the need to add it manually each time.
Step 3 - Monitor verified approvals
After enabling verified approvals, keep track of the review decisions to see which reviewers have provided verified approvals. When a reviewer leaves a verified approval, there will be a pen icon beside their approval. Remember, this feature requires every reviewer in the step to leave a verified approval and confirm using the one-time password.
How to leave a verified approval as a reviewer
Reviewers play a vital role in the approval process. Here's how reviewers can leave a verified approval:
Step 1 - Approve and sign
When reviewing a file, click the "Approve and Sign" button located at the top right-hand corner of the file viewer.
Step 2 - Verify your approval
To complete the approval, you'll receive a one-time password via email. Enter the 6-digit code provided in the email to verify your account and sign the file. This verification step is necessary to meet regulatory compliance and ensure the security of the review process. The code is valid for 60 minutes to give you ample time to complete the process.
🎉Ta Da! Your file approval has now been verified.
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