Document Review and Approval Workflow - Step by Step

The document review and approval workflow assigns a task to a reviewer to evaluate and comment on a draft, concluding with approval or rejection

This basic workflow scenario supports a document review and approval/reject process. The workflow starts when a document is added to a specified “Drafts” SharePoint library.

The workflow assigns a task to a reviewer, who evaluates the draft, makes comments as necessary, and then concludes the task by either routing the document back to the writer for revisions, or forwarding it to the editor for editing and release. Additional tasks are assigned, depending on the branch.

If the document was returned to the writer for revisions, the writer completes the revision task, and the workflow loops back to the reviewer. When the document is forwarded to the editor, the task completion adds the finished doc to another document library named “manuscripts”.

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Andrew Connell
Developer & Chief Course Artisan, Voitanos LLC. | Microsoft MVP
Written by Andrew Connell

Andrew Connell is a web & cloud developer with a focus on Microsoft Azure & Microsoft 365. He’s received Microsoft’s MVP award every year since 2005 and has helped thousands of developers through the various courses he’s authored & taught. Andrew’s the founder of Voitanos and is dedicated to helping you be the best Microsoft 365 web & cloud developer. He lives with his wife & two kids in Florida.