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 File → Approval Form → 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

4. Saving and Self-Approval

Saving with the save icon in the top left, or Ctrl+S (Mac: Cmd+S), activates the Approve and Reject buttons according to the configured approval flow. The drafter must first click Approve before the process moves on to the next approver.

Self-approval button

Checking Approvals

1. Checking Documents Awaiting Your Signature

There are two ways to check approval documents that need your signature.

  • In the panel that appears when you click the avatar icon in the top right, check "Documents Awaiting Signature" in the Approvals tab.

Checking approvals from the avatar

  • In the notification inbox that appears when you click the notification icon in the top right, check the "Awaiting Signature" items in the Approvals tab.

Checking approvals from notifications

2. Approver's Approve or Reject

Approvers can only approve in the assigned order. When it's their turn, opening the file shows Approve or Reject buttons. (Other users do not see these buttons.)

Approver's screen

3. Confirming Approval or Rejection

Clicking the button shows a confirmation popup. Once approval or rejection is completed, it cannot be modified or canceled, so decide carefully.

Approve or reject popup

Checking Approval Status from the Folder

In a folder containing approval files, each file shows a status such as 0/2, Rejected, or Completed on the left.

Approval status in the folder

Usage Examples

  • Vacation requests / remote work requests
  • Expense approval requests (with receipts attached, etc.)
  • Requests to purchase supplies or office equipment
  • Business trip requests and expense settlement
  • Contract review requests
  • Approval to start a new project