Approval Form

This supports a formal approval process where you assign approvers and get their sign-off in sequence. Drafting and approval are completed entirely within SetFN, with no paper documents.

Creating a File

Create → Template Files → Approval → enter a file name

Template file menu

Submitting for Approval

1. Adding Approvers

In the approval flow area at the top of the file, click the Add button to open an approver input field below.

Add approver button

2. Assigning Approvers

Search for a nickname, enter a role, then click Add to register the approver. You can add multiple approvers in sequence the same way.

Searching and adding approvers

3. Writing the Approval Content

Write the content of the approval request in the text editor at the bottom.

Writing approval content

Saving with the save icon in the top left, or Ctrl+S (Mac: Cmd+S), shows the Submit for Approval button on your own card in the approval flow. The drafter must first click Submit for Approval before the process moves on to the next approver.

Self-approval button

Checking Approvals

1. Checking Documents Awaiting Your Signature

You can check approval documents that need your signature in the following ways.

In the left sidebar, select Approvals and check Documents to sign.
In the panel that appears when you click the avatar icon in the top right, check "Waiting for Signature" in the Approvals tab.

Checking approvals from the avatar