Overview
Review and approve or reject plans with a pending approval request. Read more in Request Approval for Plans
Before you start working with Plan Approvals read more in Approvals and in > Plan Approvals.
Access & Permissions
Only Pro and Enterprise accounts created after February 2022 are eligible for approvals.
If you have an older Pro or Enterprise account contact us to upgrade your account.
In-house users and subcontractors can act as reviewers but subcontractors don't have access to the feedbacks from other reviewers. Read more in Permissions.
How to access Pending your Approval
There are multiple ways to access approvals. Read more in View & Manage Approvals.
To view all approval requests that are pending your approval:
- Click Approvals
- Click Pending Your Approval
- Optional: Select a project or All projects in the Project drop-down
To view all pending document approval requests:
- Tap Documents in the main menu
- Tap More
- Tap Approvals
- You see all pending approval requests
Review Plans in Approval Request Details
In the case of Multi-Step Approval Requests, the current step must be approved by all reviewers, before the next step can be approved or rejected.
To approve or reject a plan:
- Click on the approval request
- Click on the file listed under Items to review
- Click Approve
- OR click Reject
-
Optional: Click View details to see status of the approval request and steps.
- Optional: Enter a comment
- Click Approve Item (or Reject Item) to confirm
- Tap on the pending approval request
- Optional: Tap on the file to preview it (and close it again)
- Open the More menu of the file
- Tap Approve or Reject
- Optional: Enter a comment
- Tap Approve item
- See green ✔ for approved items.
- See Status Completed when all are approved.
Alternatively you can also review the plan approval request in plans and layers of a project. Also see Manage Layers of a Project.
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