Authors send documents through the route
A checklist shows document addition, reviewer selection and submission for review.
Help documents reach the right reviewer
Users add a document, choose reviewers and send it for approval without confusion about the route. Each role sees help for its next action.
Documents
TodayDocumentReviewerStatus
Reviewer selectedJust nowDone
Agreement 24Maria JonesDraft
Choose a reviewer
Your colleague can open the document and make a decision in their workspace.
Document sent for approval
The user completed the task and can keep working.
1 / 3The first approval
- 1Open your workspace
- 2Choose reviewer
- 3Send document
Documents reach approval
Statuses show the next action
Tooltips beside statuses and buttons help authors and reviewers continue their work.
Each role understands its task
Authors prepare the route, reviewers check documents and administrators set the rules.
From the first step to a finished task
Follow the user journey: take an action and see the result in the workspace.
Documents
TodayDocumentReviewerStatus
Reviewer selectedJust nowDone
Agreement 24Maria JonesDraft
Choose a reviewer
Your colleague can open the document and make a decision in their workspace.
Document sent for approval
The user completed the task and can keep working.
1 / 3The first approval
- 1Open your workspace
- 2Choose reviewer
- 3Send document
Guidance for the task
First submission for approval
Add a document, choose reviewers and send it for review.
Progress 0 / 3
The document appears in the route.Participants are added to the route.Document status: “In review”.
Start with one route
Choose a familiar document and its path from addition to the status that confirms submission for approval.
Name the result
The author added a document, chose reviewers, submitted it and saw the current status.
Add guidance
Put the order in a checklist, explain the route with a tour and clarify roles and statuses with tooltips.
Check roles
Open author and reviewer paths in preview, then publish the rules.
Questions about document workflow onboarding
Can authors and reviewers see different instructions?
Yes. Set rules with role, page, attributes and events. Each role sees its own route.
How do we explain a document status?
Add a short tooltip beside the status. Build a short tour for several related statuses.
Do we need a developer?
If you use Google Tag Manager or Yandex Tag, you do not need a developer. A developer is needed only to install the script directly in your product’s code. Once connected, your team updates and publishes journeys on its own.
How do we introduce a new route?
Show a pop-up to the relevant role and lead users into a tour of the new route. Publish a full explanation in the changelog.
Map the first submission
Show us a document route. In the demo, we will map the path from addition to approval status.
Request a demo
Leave your details. We’ll email you to find a time for the demo.