Google’s automated document & file approval feature! #80

This video explains how to use Google’s automated file review and approval workflows feature. You’ll learn how to request approvals, review approvals, and view the approvals you’ve requested or that are awaiting your review — and everything in between!

And perhaps, just a little bit of the ‘so what’ 🤓

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https://joshevil.com/manage-approvals...
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📄 Link to the video outline in a downloadable Google doc:
https://joshevil.com/google-approvals

📃 The video outline is also included below:

Google’s automated file approval feature!

Are you watching the right video?
If you’re looking for a 100% drama-free,
Automated file approval process,
For any type of file on Google Drive
Then yes!

Requirements – Supported GWS Editions
Education Plus
G Suite Business
Business Standard and Business Plus
Enterprise Standard and Enterprise Plus
Essentials, Enterprise Essentials, and Enterprise Essentials Plus

Approvals – Helps you do, what?
Manage approvals for any type of file saved in your Google Drive
Automate document approval process: Assign someone as approver, and you’re done!
Track any files out for review (sent or received) via a simple dashboard (or filter)

Approvals – How do you use it?
Request a file approval → Wait → Receive a notification: ✅ or ❌
Receive a file approval request → Review → ✅ or ❌
Once all assigned reviewers approve the file → You’re done!
If someone rejects the file — You’re done!

Approvals – Features
Lock before routing
OR
Allow editing during the routing process
(file is re-routed anytime edits are made regardless)
Assign due dates
Automated routing process
Document status is always clear
Google Drive is your awaiting approval dashboard
Bottlenecks are obvious
Notifications for new approval assignments (email/push)
Email reminders for overdue assigned approvals
Approve and comment status notifications (email/push)
Approve any type of file (not just documents)

Approvals – Why would you use it?
If you’ve ever tried to staff a document via email or chat, it’s communication chaos!
And when more than 4 people are involved,
The problem grows geometrically


Image credit: Stack overflow & getlighthouse.com


Approvals eliminates ☝️ THAT coordination chaos
It eliminates the:
Who’s got the doc?
Who made changes?
What changes were made?
Did approver #1 see changes made by approver #3? (etc, etc, etc.)
Automate to eliminate communication chaos
Send, review, approve or reject, you’re done!
That’s it!

Thanks for watching!

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