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How to Request Approval in the SiteDocs Application

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This tutorial uses the Web Application, but the steps are the same for the Mobile and Desktop Apps.


1. Approval can be requested on a Form after the Form has been signed at least once.

Approval can be requested on a Form after the Form has been signed at least once.

2. Select Request Signature or Approval

Select Request Signature or Approval

3. Select Request Approval

Select Request Approval

4. Select the Worker(s) you need Approval from

Select the Worker(s) you need Approval from

5. Select Next

Select Next

6. Select Set Due Date

Select Set Due Date

7. Select the Due Date

Select the Due Date

8. Select the Due Time

Select the Due Time

9. Choose your Due Time and Select Apply

Choose your Due Time and Select Apply

10. Select Request Approval

Select Request Approval

✅ Once the Approval is requested, a Chat message will be sent to the Worker(s) selected, and the Approval Request will show in their To-Do List.

Interactive Walkthrough:

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