Build Document Approval Archive Workflow

Build a document approval workflow from template #92: upload a file, request reviewer approval, and log the request for audit.

What this template does

1. Upload Document — stores file under documents/pending.
2. Request Document Approval — routes to document reviewer.
3. Log Approval Request — CSV audit trail.

Step 1 — Load the template

1. Studio → Templates → search Document Approval.
2. Load template #92.

Step 2 — Storage

1. Configure Upload Document with your storage provider and base path.
2. Set Source file path and Destination path using {{fileName}} placeholders.

Step 3 — Approval

1. Set reviewer email in Request Document Approval.
2. Decide in Jobs → Approvals during testing.

Step 4 — Archive on approve

Extend with a Switch after Check Approval: on approve, move file to documents/approved/ with a second Upload/Move node.

Related tutorials

• Change Request Approval Pipeline — IT change management.
• Employee Onboarding — welcome document upload.