What is click2approve
Click2approve is a free, open-source, cross-platform document approval system with a responsive user interface that allows you to:
- Upload documents.
- Send documents for approval specifying a list of approvers' email addresses.
- Notify the requesting and approving parties via email.
- Keep track of the approval requests.
How to use the document approval system
You can start using the document approval system right away by clicking click2approve.com/ui.
Or you can install it on your computer by following the instructions in the README file.
If you have any questions or need help, please contact us at t.me/pierex.
How to upload documents
Sign in and open the FILES tab to upload new documents. Click the UPLOAD button and choose the files you want to upload.
The files will be uploaded to the server, and you will be able to see them in the FILES tab. Only you have access to the files you uploaded.
To delete a file, click the ellipsis button next to the file name and choose the Delete action.
Confirm that you want to delete the file along with all related approval requests, if any, by clicking the DELETE button.
How to send documents for approval
Sending documents for approval means that you are requesting the approvers to review the documents and approve or reject the request. The documents sent to the approvers will be accessible only to them and to you.
Open the FILES tab, select the files you want to send for approval, and click the SEND button.
In the dialog that appears, enter the email address of the approver and press Enter. Optionally, specify a Review by date and time, and enter a comment for the approvers. Click the SUBMIT button to send the documents for approval.
All approvers will receive an email notification with instructions on how to review and approve the documents you sent them.
To track an approval request, go to the SENT tab, click the ellipsis button next to the request, and choose the Track action.
Once the request is approved, you will be notified via email, and the dialog will show the approval status with comments and timestamps.
To cancel an approval request, click the ellipsis button next to the request and choose the Delete action. Approvers will be notified of the cancellation.
How to review and approve documents
Reviewing and approving documents is simple. Open the email notification you received and click the link to review the documents.
Sign in or sign up on the click2approve.com website. Navigate to the INBOX tab to see the requests you need to review and approve. Click a file name to open the document for review.
To approve or reject the request, click the ellipsis button and choose the Review action.
In the dialog that appears, choose Approve or Reject, optionally add a comment, and click the SUBMIT button.
Approved requests will be moved to the ARCHIVE tab.
You can see the request details by clicking the ellipsis button and choosing the Review action.
