Approvers and drafters can edit approval documents. However, documents that have been finally approved or rejected cannot be edited.
Creating Approval Documents
Click [Workflow] -> [Create Document] in the left menu to select & search document templates added by administrators and create approval documents.
You can upload files through the attachment upload in the approval document.
Editing Approval Documents
In the left menu, go to [Workflow] → [My Documents], click the document to edit, click the three dots button at the top right, and click the [Edit Document] button.
After editing the document content, click the [Edit] button at the bottom.
Once the document edit is complete, you can check who edited the document and when in the history section.
Additionally, click the three dots button at the top right of the document, then click the [History] button to view the details of changes before and after editing.
Deleting Approval Documents
Administrators with company document management permissions can delete drafted documents. Click the document to delete in the document box, then click the [Delete] button at the bottom to delete documents that are in progress or have been approved. However, deleted documents cannot be recovered, so we recommend backing up the data before deleting.
FAQ
Can I edit a document after approval is complete?
Can I edit a document after approval is complete?
Documents that have been approved cannot be edited or have their approval cancelled. If needed, please re-draft the document!
I want to load a reference document in a workflow document but the reference document is not showing.
I want to load a reference document in a workflow document but the reference document is not showing.
When creating a document, only documents that you have drafted or documents where you are listed as an approver or reference person can be loaded as reference documents.
Can I edit the content of a document while approval is in progress?
Can I edit the content of a document while approval is in progress?
For documents where approval is in progress and not all approvals have been completed, the document drafter and approver can edit the document content (such as the title) and the approval line for the next step.
However, documents where all approvals have been completed cannot have their content (including title) or approval lines modified.
Can the drafter delete a drafted document before approval?
Can the drafter delete a drafted document before approval?
The drafter cannot delete their own drafted document while approval is in progress or before final approval is processed. However, they can cancel their own drafted document. In this case, the document is not deleted but its status changes to 'Cancelled' and can be found in the Completed tab of the company document box.
Note that if the drafter has the [Company Document Box Management] permission, they can delete their own drafted documents. Documents that have been approved can also be deleted if you have the permission. However, please note that recovery is not possible.
Is there a proxy/delegated approval feature when an approver (team lead/organization head) resigns?
Is there a proxy/delegated approval feature when an approver (team lead/organization head) resigns?
When an approver resigns, an administrator with super admin permissions can set a proxy (delegated approver) to proceed with the approval.
Also, when replacing a resigned approver, the new approver can only be designated on an individual member basis, and if set as an N-level organization head, replacement is only possible when there is a single organization head, so please keep this in mind.
Once the proxy is determined, the super administrator should go to [Settings] - [Approval Policy Management].
Click [Check] on the right side of the notice that says "There are approvers that need to be replaced due to resignation."
For workflow document approvals, the list of items requiring replacement is displayed by template.
For work and leave approvals, they are consolidated and shown as 'Work Approval Policy' and 'Leave Approval Policy' respectively.
Please check the resigned employee and set up the proxy.
Since it is difficult to change again after setting the proxy, please confirm before clicking [Replace Approver].
You can confirm through notifications when the approver has been successfully replaced.
Is there a proxy/delegated approval feature when a team lead (organization head) is on extended leave or leave of absence?
Is there a proxy/delegated approval feature when a team lead (organization head) is on extended leave or leave of absence?
Currently, we do not provide a feature for another member to approve on behalf of an absent approver 🥲
Please process all documents that need approval before going on leave, leave of absence, or resignation,
For leave cases, you can approve after returning / or use the 'Approval by Requester' feature to temporarily redirect approvals that would go to the absent approver to another approver.
Alternatively, you can also use the auto-proceed setting so that approval is automatically processed after N days, so please consider this as well 🙏
Where can a reference person view workflow documents?
Where can a reference person view workflow documents?
Members or organizations listed as reference persons in the workflow approval line can receive notifications when a document is created. You can click the notification to check it or search and filter by reference person in Workflow - My Documents.
If you added an organization as a reference person but some organization members cannot see the document, please check whether the "Include sub-organizations" option was disabled when adding the reference person approval line!
For example, if your intention was to add the Business Support organization and its sub-organizations as reference persons, you need to click the Business Support organization, enable "Include sub-organizations", and then save so that members of the Business Support organization's sub-organizations can receive reference person notifications and view the document!

















