Sign-off — approve a report

Sign-off leaves the approver's name on a report you have read. This article covers approving a report on “Feed”, undoing an approval, and how approval carries through to printing and external sharing.

1. Approve a report

1. Read the report on “Feed” and press “Approve” below the text.
2. You are done once the approver's name appears on the report.

Tip: Open an approved report from “PDF” and the approver's name and time are printed in the “Reviewed by (signature)” field.

2. Undo an approval

1. Press “Undo approval” beside the approved mark.
2. You are done when the approver's name disappears and “Approve” returns.

Caution: When the writer submits the report again, the approval clears itself. Read the new content before approving again.

If it does not work

• “Approve” is not there — “Report sign-off” is off under “Features” in “Notifications & org defaults” in “Manage” (members see it as “Settings”). An admin or manager can switch it on.
• Pressing it does nothing and a red notice says it could not be saved — the connection dropped. Press it again where there is signal.
• “This approval has already been undone.” appears — another admin undid it first. Reopen the screen for the latest state.

FAQ

• Who can approve? — Managers and admins. “Approve” does not appear for the writer.
• How many approval stages are there? — One. Each report keeps one approver.
• Who can undo an approval? — The person who approved it, and admins.
• Does the writer learn about the approval? — Yes, a notice reaches their “Alerts” tab.

Read next

• Print or save a report as PDF and share a link outside your company — handing over approved reports.
• Read reports in the feed and send a reaction — the daily loop around approval.