Getting started
Click2Approve collects decisions on documents through ordered workflow steps. A request is the work you send, including its files, instructions, and participants. A task is one participant's action in that request.
For example, send a proposal to a client's email address and ask for an electronic signature. The client signs in, reviews the proposal, and submits a signature. When that completes the request, Click2Approve creates a receipt: a record of the outcome that you can share through a verification link. See Receipts and verification.
Take a quick tour
The first time you open the app after signing in, a short user guide highlights your profile settings, notifications, workspace picker, and main menu groups. If a passkey setup prompt appears, finish or dismiss it first.
Choose Next and Back to move through the guide, Finish to complete it, or Skip to close it. You can also close it with Escape. On short screens, Tab to User guide instructions and use Page Down or the arrow keys to scroll the explanation; the navigation buttons remain visible. The guide shows only navigation available in your current workspace; the workspace step appears when the workspace picker is available. In Personal, the menu step also explains that organization workspaces include a People group for employees, teams, and delegations.
Finishing or skipping is remembered for your account in this browser. Another browser, or clearing saved site data, makes the guide appear again. To revisit it at any time, open the main menu and choose Replay user guide under Support.
Send your first request
- Choose Open app on the website to continue in the same browser tab, or open the app directly, then sign in or register.
- Use Personal, your workspace for your own requests, or select an organization in the workspace picker to send work on its behalf.
- Choose New request in the main menu.
- Enter a title and description, add files, and configure the steps and assignees.
- Review the details, then choose Submit.
- Open Requests to follow the outcome.
Create a request explains each part of the submission.
Complete your first task
Sign in with the email address the request was sent to. For tasks sent to that address, select Personal in the workspace picker; for employee or team assignments, select the organization. Open Tasks, select the task, read its instructions, and review the current files. Provide any required comment, signature, or attachment, then submit your decision. See Complete a task.
Find the right guide
| You want to… | Read |
|---|---|
| Understand what your workspace supports | Features and availability |
| Find work in Personal or an organization | Workspaces and navigation |
| Define participants and decision rules | Configure workflow steps |
| Manage employees, teams, and access | Manage organizations |
| Protect your account | MFA and passkeys |
| Manage payments or data lifetime | Plans and billing, Retention and deletion |
| Resolve a missing task or failed action | Troubleshooting |
Personal and business work
Everyone starts with a Personal workspace. Organizations add employees, teams, delegations, and reusable workflow templates.
Organization features
Select an organization to use its employees, teams, delegations, and templates. Discussions, receipts, revisions, and account security are also available in Personal. Your role and plan determine which actions you can take; see Features and availability.