Approving Files

You have probably already seen the option in Project Insight to upload a file on a work item like a task, issue or project. If your process requires another "set of eyes" or official approval on a document, the PI Approval item is right up your alley! 

1. Make sure the Approvals Add-Ons installed 

Step 1: upload the file

Step 2: navigate to File Details Page

1. Click "Add" Approval on the File Details Page

Step 3: create, activate and send the Approval!

1. Follow Add an Approval steps
2. Your Approval will now appear in "Related Items" on the File Detail Page
3. A notification will go out to the Approver(s)
4. A notification will come to you once they Approve