Enterprise teams need structured review processes. Velocibid's multi-level approval workflows let you enforce sign-off chains — from SME review to legal approval to final management sign-off — before any answer is locked.

Admin Only

Creating and managing approval workflows requires Admin role access. All team members can participate in the approval process as approvers.

How It Works

When a team member marks a question as "In Review", Velocibid automatically kicks off the default approval workflow. The answer moves through each step sequentially, collecting sign-offs before being marked as approved and locked.

Submit for ReviewStep 1: SME ReviewStep 2: Legal ReviewApproved & Locked

Creating a Workflow

Go to Configuration > Workflows in the sidebar.
Click New Workflow.
Give it a name (e.g., "Standard 3-Step Review") and optional description.
Click Create — you'll be taken to the workflow editor.

Adding Approval Steps

Each step in the workflow defines who needs to approve and how long they have.

Step Configuration

Step Name: Descriptive label (e.g., "Technical Review")
Approver Type: Choose "By Role" (any admin/editor) or "Specific User"
Deadline: 24 hours to 7 days
Allow Delegation: Let the approver hand off to someone else

Default Workflow

Mark one workflow as Default and it will automatically apply to all questions submitted for review across your organization.

You can also activate/deactivate workflows without deleting them.

The Approval Process

When a question enters the workflow, approvers are notified and can take action from the Approvals page:

Approve

Moves the answer to the next step. If it's the final step, the answer is approved and auto-locked.

Reject

Sends the answer back to Draft status with the reviewer's feedback. A reason is required.

Delegate

Hand the review to another team member. The delegate gets notified immediately.

Approvals Dashboard

The Approvals page in the sidebar shows all pending approvals assigned to you. You can:

See which project and question needs your review
View which step you're on (e.g., "Step 2 of 3")
See the deadline and whether it's overdue
Quick-approve, reject, or delegate inline
Filter by All or Overdue items

Notifications

The workflow system sends notifications at every step:

Approval Requested: The next approver gets an in-app notification
Approval Complete: The original submitter is notified when all steps pass
Rejection: The submitter gets a notification with the rejection reason
Delegation: The new assignee gets a notification

Tip: If no default workflow is configured, questions will use the simple approve/reject flow (no multi-step chain). You can always add workflows later without disrupting existing projects.

Approval Workflows