An explicit decision
Record approval or requested changes rather than inferring intent from an informal comment.
For a clear internal decision
Document approvals that make the decision unmistakable
Ask the right people to approve a ready document, keep their decision tied to the current version and move forward without mistaking a comment for approval.
A workspace keeps the document, the people involved and the next step in one place.
What it changes
Feedback is useful. Approval is a clear decision.
A comment saying “looks good” is not the same as a formal approval. Client and internal teams need both states: review while a document can still change, then a decision when it is ready to proceed. Treating them as the same step makes it difficult to know what version was actually accepted.
EveryTask separates the two. Review is for questions and changes. Approval records a deliberate decision on a particular document version, leaving a clearer handoff to signing, delivery or the next internal step.
The capability
More than one action on a file
A decision on the current version
Keep the decision attached to the version that was actually ready for review.
Changes stay specific
When a reviewer requests changes, the document remains a working draft rather than a false final.
The right internal context
Keep the people, comments and document together instead of reconstructing the decision from chat messages.
A clear next step
Move a settled document on to signature or delivery with a visible approval state.
A retained record
The project preserves the route to the decision for later handover or reference.
Useful when
When “looks good” needs to mean something specific.
An internal owner needs to sign off
Use approval before a proposal, statement of work or client-facing report leaves the team.
Two disciplines need to decide
Let finance, operations or legal make their separate decision instead of reducing the document to a single ambiguous status.
A final version will be signed
Use approval to establish that the document is settled before asking an external party to execute it.
How it works
Start with the document. Keep the context.
- 01
Finish the working draft and make the intended current version available for approval.
- 02
Ask the relevant people to approve it or request changes from the document record.
- 03
Resolve any changes, issue the next version if needed, then move the approved document to signing or delivery.
Questions, answered
Using this capability with confidence.
What is the difference between review and approval?
Review is for feedback and proposed changes. Approval is an explicit decision that a specific version is ready to move forward.
What happens when a reviewer requests changes?
The document stays in its working state so the owner can revise it and issue the next version when it is ready.
Can an approved document still be changed?
A later change should become a new working version, so the record remains clear about which version was approved.
Can an approved document then be sent for signature?
Yes. Approval is the internal decision step before an external signing request when that sequence is required.
When the work needs to stay
Put the document in a workspace.
Approvals need a workspace because the decision only makes sense beside the current document, its reviewers and the version they saw.
Create a free workspace Beta- One project per clientKeep the brief, PDF and final version together.
- Working drafts preserve progressIssue a revision when a document is ready to become the next record.
- Comments stay with the fileReview decisions do not disappear into email.
Explore document workflows
Keep the document moving.
Ready when you are
Create a free workspace
Open the document, get the work done, and keep it in a workspace whenever there is a next step.
Create a free workspace Beta