How to Create and Manage Approval Workflows?

All calendar events in Paperly must pass through an approval workflow. When creating an event, users must select from the list of available workflows.

Create a New Approval Workflow

1. Go to Settings → Approval Workflow.

2. Click Add New.

3. Enter the following details:

   • Name – the internal name for the workflow.

   • Display Name – the name users will see when selecting the workflow.

   • Description – a short explanation of the workflow’s purpose.

4. Add the first approval step:

   • Enter a Step Name and Description.

   • Assign one or more Approvers.

5. To add more steps, click Add Approval Step.

6. When finished, click Save.

Manage Approval Workflows

In the workflow list, you can manage workflows with these actions:

• Pencil icon – Edit workflow details or steps.

  • Note: Edits only apply to new events created after the change. Events already in progress continue under the original version of the workflow.

• Bin icon – Delete a workflow, but only if no events are associated with it.

• Archive box icon – Archive a workflow if it is in use and cannot be deleted.

Archived Workflows

• Toggle Show Archived to ON to see workflows that have been archived.

• Archived workflows can be restored if needed.