Asset/Document Approval or Feedback in Board

Platform discussions Special workflows & use cases
1

How are you folks handling asset/document approval for those on your Monday team, and those that are external/no license for the tool?

Is there a way to manage document approvals within the tool?

I’ve used other tools in the past that will send an approval notification via email/tool to the necessary stakeholder. The user can then mark within the the PM tool: approved or leave feedback/reject. Is there an integration that will solve for this?

I hate the idea of routing assets through email or otherwise. Ideally, I want to keep everything in the tool (for obvious reasons).

2

Sitting on the couch without all the info in front of me but I think the Superform app would allow you to create a form for approval for outside users. It even has a signature function so the can add their e signature for authorization. Hope this helps.