Available on: The Enterprise Plan
Configure Review and Approve Settings
Note: Only Admins can Access the Workspace Settings and Set up the Review and Approve Process.
1. To access your Workspace settings, click the profile image at the bottom left.
2. Select Workspace Settings in the opened menu.
3. Scroll down to Guidde Review Process, and toggle it on.
4. Once enabled, select the review flow that works best for you:
a. Enforce review for all content:
Every created Guidde must be reviewed and approved before it can be shared
Default visibility is set to Restricted.
The Share button is disabled until approval is granted.
b. Flexible review:
Creators decide whether their Guiddes need review before sharing.
Sharing is never blocked.
Submitting for review is optional.
Designate Reviewers
1. In the Reviewers section below, start typing a teammate’s name to add them as a reviewer. These reviewers will be available for selection when submitting a guide for review.
2. Autocomplete suggestions will appear as you type, click a name to select it.
Note: If the name doesn’t appear in the autocomplete, make sure the member is assigned to your workspace.
Reviewer Roles & Approval Rules
Admins are always reviewers by default.
Additional reviewers can be selected from Creators and Content Managers.
Anyone you add here will appear in the selectable list when submitting a guidde for review.
When assigning multiple reviewers to review a guidde, all selected reviewers must approve for it to be shareable.
Admin approval overrides all others: Once an Admin approves, the Guidde is approved.
3. Scroll down and click "Update".
That’s it! Your Review & Approve settings are set, and you’re ready to start sending Guiddes for review. Follow the steps below:
Submitting a Guidde for Review
A Guidde can be submitted for review right after clicking Done, or anytime later from its View page.
1. Once a Guidde has finished processing, the Submit for Review button will appear at the top right.
2. When you click "Submit for Review", a text drawer opens. From here, you can:
Select one or multiple reviewers.
Add a message or review instructions.
Submit the guidde for review by clicking "Submit for Review" at the bottom.
3. After submitting:
The reviewer list is locked (unless you withdraw the request).
A thread-style message history opens, allowing back-and-forth discussion.
The reviewer(s) will receive an email notification to review your Guidde.
Reviewing a Guidde
Reviewers receive an email notification containing:
- The guidde's title
- The requestor's name and message
- A direct button to access and review the guidde
1. Click the "Click to review" button at the bottom of the email.
2. The guidde opens on the video's veiw page with a Review Drawer open, where you can:
Request changes
Approve the guidde
Add comments
When submitting feedback:
The creator receives an email notification with the reviewer's message and a link.
The guidde’s status updates in the review panel.
Reviewers and creators can discuss, collaborate, and update statuses directly in the review drawer, giving you a clear view of feedback and an easy way to track progress.
Approval Completion
To finalize a review, click Approve at the bottom of the review drawer and add a comment.
Once all required approvals are complete:
The guidde's status updates to Approved.
The Share button becomes active (if previously restricted).
The creator receives an email notification.
Pending Approval Dashboard
You can track all pending reviews in the Pending Approval tab in the Library.
Admins see all guiddes awaiting review.
Creators/Reviewers see only Guiddes assigned to them.
Pending Approval Dashboard Columns:
Guide title
Submitter
Assigned reviewers
Status (Pending Review/ Changes Requested/ Approved)
Submission date
Guidde's language(s)
Sorting is available, with the most recent submissions shown first.
Even after a guidde is approved, you can access its review history:
Open the More actions menu in the top-right corner of the vidoe's view page amd select "Review History" from the opened menu.
That’s it! Our Review & Approve workflow makes collaboration and content creation simple: Set a process, gather feedback, and share your guiddes effortlessly once they meet your team’s standards!