Approve documents from the chat

If a document has a workflow, you can move it to its next step from its card in the chat. For example, you can approve or reject a document without opening it.

Take a workflow action

1. Find the message with the document card.
2. Click the workflow button at the top right of the card.
3. Click an action.

Each action shows the state the document is in now and the state it moves to. After you click an action, Raven shows Workflow updated and the card reloads with the new details.

If there is nothing you can do at this step, the menu says No actions available.

To share a document so that someone can approve it, see Share documents in a message.