Step 10: Approving work in Huddle

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If you have a document that is finalized and ready to be shared with a wider audience, you can use the approvals workflow in Huddle to get final sign off from the relevant people before you send it out. 

You can request approval for any file or Note in Huddle that you have previously edited or if you are a Workspace Manager. This article covers: 

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I) Requesting approvals in the web app

 

a) Go to the file you would like to request approval for and click on the request approval button that is located above the document title. 

 

 

b) The approvals window will open.

 

 

c) Type the names of the people you would like to approve the document in the first text box, or select their names from the drop down menu as they appear. 

 

 

d) Once you have finished adding approvers you can send a private message to them in the second text box as well. You can also set a due date if you wish. To confirm your selections, click on Update then Done

 

 

e) The request approval button will now be orange and say awaiting approval.

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f) There will also be a section between the file and the comments feed where pending approvals are listed. 

 

  

 

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II) Approvals and email notifications 

 

a) When an approval is sent to a colleague they will receive an email notification from Huddle. it will look something like the below and will contain the private message you typed to them as well as a link they can click on to go straight to the document. 

 

 

b) As an assignee of the approval you will be notified by email when your requested colleagues have left their approval. 

 

 

 

Tip: Those who have been asked to approve your work will only get one email on the day you assign the approval, no reminder notifications will be sent.

 

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III) Answering an approval in the web app

 

a) If you have been asked to approve a document in Huddle you will first need to go to the document in question. 

 

 

b) Once you are there, scroll to the bottom of the document preview to the approvals section. You will see two buttons that give you the choice of approving or leaving feedback. 

 

 

c) To approve simply click on the approve button and you will see that your profile picture becomes covered with a green thumbs up. Equally if you were the only approver of the document, the button above the document title will have changed to a green colour and will read approved.

 

 

 

d) To leave feedback, click on the leave feedback button. This will automatically tag the approval requester in the comments feed so that you can send them a message with your recommendations for change.  

 

 

 

 

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