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The approval process in Zudello

Zudello provides a consistent approval process across your organisation. This guide explains how approvals work in Zudello and how to manage them effectively.

Understanding the approval flow​

The Zudello approval process automatically assigns the appropriate approver/s to a document based on a predetermined approval flow.

When you open a document in Approval status, you'll see the approval flow at the top left. The approval flow consists of three main elements:

  • Approval milestones
  • Approval steps
  • Approvers

Approval milestones​

Approval milestones represent distinct parts of the approval process.

Each milestone:

  • Has a name to provide context
  • Contains one or more approval steps
  • Shows its status through a coloured square indicator:
    • Purple indicates active milestones
    • Green indicates completed milestones
    • Grey indicates a future milestone

Milestones may appear one at a time for standalone approvals, or all at once for complex flows like DOA or management tree approvals. All steps within a milestone must be approved for the document to progress.

If a milestone is approved, it continues to the next step in processing. If a milestone is rejected, it moves to Reject Review status to be reviewed.

Approval steps​

Each milestone contains one or more approval steps. Each step is approved independently, but all steps in a milestone must be approved for the flow to continue.

Each approval step:

  • Has a name to provide context about the current approvers
  • Shows how many approvals are required to pass or fail
  • Shows approval history for previously completed steps
  • Shows details of any special approval actions like force approval, change of approver, or escalation

Additional notes​

  • Documents within the approval flow appear in Approval status by default, though your team may have custom status configurations
  • In standard Zudello document flows, rejected documents will restart the approval process if resubmitted

Need help?​

Contact your organisation administrator or Zudello support for assistance with approvals.