Quickstart

Create a policy, submit a request, and decide, in five minutes.

This walks through the shortest path from an empty workspace to an approved request.

1. Create a policy

Open Policies. A new workspace offers ready-made templates (Purchase Request, Expense Reimbursement, Contract Review, PTO / Leave Request); pick one to edit, or choose Start from scratch. Later policies start from New policy.

The policy builder has five steps:

1. Basics: the policy name and description.
2. Submit form: the fields a requester fills in. See the form designer.
3. Approval route: the stages, who approves each one, the approval mode and the SLA.
4. Conditions & outcome: when each stage runs, and when a request is approved automatically. See conditional rules.
5. Review: check the whole policy, then Create policy.

2. Submit a request

Choose New request, pick the policy and fill in its form, then Submit for approval. The values you enter decide the route: a condition such as “amount greater than 5,000” is tested now, and the resulting route is fixed on the request.

3. Decide

The first stage’s approvers see the request in their Inbox the moment it arrives. Each one can Approve, Approve with conditions or Reject. In the inbox, a decision waits 10 seconds before it is sent, so a mistake can be undone.

4. Follow it

The request page shows the Approval route with each stage’s state and the Decision timeline. PDF record downloads a copy of the request for your files.

Next: read about Policies & stages.