Document Approval template

Build an application in App Engine Studio (AES) using the Document Approval template to manage the approval of documents in your organization.

To use the Document Approval template, install this application from the ServiceNow Store.

A document approval app enables your users to quickly create and use document approval workflows. Document owners and submitters can upload documents needing approvals and check the progress on those approvals. Designated approvers can approve, reject, or return documents with comments.

Admins can use the document approval application to create different workflows for different document types.

This app template is an ideal way to quickly and efficiently make your internal workflows for processing documents. Document owners and submitters can upload a document needing approval to a portal using simple upload functionality that automatically sends submissions through a unique workflow. Once a document has been received, submitters follow the progress of their documents while designated users approve, reject, or return their document for edits. Both submitters and approvers use comments to add notes and feedback to the submission, which is stored in the system for future reference. To give this app even more variety, admins can create unlimited workflows that are customized for each document type and user that allows for multiple stages and approvers depending on what the document category requires.

Figure 1. Document Approval template

For more information on creating an application using a template, see Create your app using an application template.

Document Approval template contents

The following tables, experiences, automated workflows, and roles are included in the Document Approval template for App Engine Studio (AES).

Tables in the Document Approval app template

Table label [name]	Description
Document Approver Table [x_ <company-code>_ <document_approver>]	Tracks document approvers, their comments, and state of a document.
Document Approval Category Table [x_ <company-code>_ <document_approval_category>]	Tracks the category of document approval requests.
Document Approval Table [x_ <company-code>_ <document_approval>]	Tracks the document approval requests.

Experiences in the Document Approval app template

Experience	Experience type	Description
Document Approval | Default view	Form	Form for creating a document approval request.
Document Approval | Portal	Form	Simplified form for creating a document approval request.
Document Approval Category | Default view	Form	Form to attach a flow to a document approval record.
Document Approval Category | Workspace	Form	Form to attach a flow to a document approval record.
App name Workspace	Workspace	Main document approval app workspace, where users can upload documents, check the status of an approval, edit documents, and view their submissions in the workspace. Approvers can view assigned approvals, view previous submissions, and approve or reject submissions.
Document Approver | Workspace	Form	Form for assigning document approvers to records.
Document Approval | Workspace	Form	Form for creating a document approval request.
Document Approver | Default view	Form	Approvers can view assigned approvals and approve or reject submissions.
App name Portal	Portal	Main portal for people to submit documents for approvals and manage previous submissions.
Document Approval Mobile Experience	Mobile experience	Mobile app that employees and managers can use to check the status of an approval, approve or reject documents, and view submissions using your organization's iOS or Android app.

Automated workflows in the Document Approval app template

Workflow name	Workflow type	Description
Document Approval - Master Flow	Flow - record	Executed when a new document approval record is submitted. It then retrieves the flow to be executed from the document category and executes it.
Document Approval Notification	Email	Notifies users of changes to their document approvals.
Single Stage Approval	Flow	Allows for the user's manager to be the approver, with basic email notifications being generated on approval, return, or rejection.

Roles in the Document Approval app template

Role title [name]	Description	Contains roles
Approvers [x_<company-name>_ <document_approval_app>.approver]	Approvers can create, read, delete all documents, and read document approval category data.	Create, Read (all), Edit (all)
Admins [x_<company-name>_ <document_approval_app>.admin]	Admins can create, read, write, and delete in the Document Approval [x_ <company-code>_ <document_approval>] and Document Approval Category [x_ <company-code>_ <document_approval_category>] tables.	Create, Read (all), Edit (all), Delete (all)
Submitters [x_<company-name>_ <document_approval_app>.submitter]	Submitters can create documents, read their own documents, edit their own documents when status is not submitted and delete their own documents. They can also read data from document approval category.	Create, Read (own), Edit (own when status is not submitted), Delete (own)