Table of contents

Click2Approve helps you route documents through approval workflows, collect decisions and signatures, and track the outcome. These guides explain how to send requests, complete tasks, manage organization workspaces, and configure your account.

Click2Approve also has a free open-source edition for self-hosted personal workflows. See the edition comparison for included features and commercial additions.

Getting started

• Getting started
• Open-source edition
• Features and availability
• Workspaces and navigation

Requests and tasks

• Create a request
• Configure workflow steps
• Complete a task
• Track and revise requests
• Files and attachments
• Discussions
• Receipts and verification

Business workspaces

• Manage organizations
• Employees and roles
• Teams
• Delegations
• Workflow templates

Account and security

• Registration and sign-in
• Profile and signature
• MFA and passkeys
• API tokens
• Notifications

Plans and data

• Plans and billing
• Usage and limits
• Retention and deletion

Help

• Troubleshooting