Review and approve documents
Add a manual checkpoint to your workflow so a human can review, edit, or approve each document before it moves on. Useful for quality control, compliance, formatting touch-ups, or final sign-off.
Why use a review block
Automation handles the repetitive 90%, but the last 10% often needs a human eye. A review block is the right fit when:
- Quality control matters and someone needs to confirm the document is accurate and complete.
- Compliance requires a person to sign off (common in healthcare, finance, and legal work).
- Formatting needs a polish that data alone can't deliver.
- Final approval is required before the document is sent or shared.
You can also assign approval to specific team members and notify them automatically when a document is waiting.
Add a review block
Click the plus button after a document template block.
Select Review Documents from the modal.
Choose the team members you'd like to notify whenever a document is waiting for review.
If you need multiple sign-offs, tick each approver and enable Require all selected team members to approve documents. The document will only move forward once everyone has approved.
Note: On the Pro plan, notifications can only be sent to yourself.
That's it. From now on, every document the workflow produces will pause at the review block until someone logs in and approves it.
Where you can add a review block
A review block has to come after a document block. If the option doesn't show up when you click the plus icon, add a document block first, then click the plus button after it.
Review documents
When a workflow includes a review block, every document it creates pauses at that step. You can see this in the workflow view.
You'll also see a Review button next to each output in the Outputs tab.
If specific approvers are assigned, they'll get an email like this one:
Either button takes the approver to the review screen, where they can delete, review, edit, and approve any of the held documents.
When you're ready, click Approve and Process. The document moves to the next step in the workflow.
Note: The Outputs tab shows each document's status and the names of its reviewers.
Reviewing documents in HubSpot
If you trigger your workflow from HubSpot, the review step works the same way. See the HubSpot integration guide for details.