Tutorial: Investigate Approval History
Goal: Understand the complete approval journey for a specific document, including who approved it, when, and any changes made during the process.
Transparency and auditability are crucial in approval processes. Whether you need to understand why a document was delayed, confirm who gave the final sign-off, or provide evidence for an audit, Zudello makes it easy to trace the complete history of any document that has gone through an approval workflow.
This guide shows you two ways to investigate: first, by viewing the dynamic, visual approval flow directly on the document within Zudello, and second, by downloading a comprehensive, timestamped PDF record of the entire approval history.
Steps:
Let's start by viewing the live approval flow.