Enable Multi-Step Approval Routing

This guide explains how to enable Multi-Step Approval Routing (MSA) in a project stage. Enabling MSA lets you add structured approval workflows, where multiple reviewers can approve content in a defined order before the stage is completed.

When to Enable Multi-Step Approval Routing

You should enable Multi-Step Approval Routing when:

• A stage requires input or approval from multiple people or roles.
• The project has a formal review process with sequential sign-offs.
• You want to ensure structured approvals before moving forward.

To Enable Multi-Step Approval Routing

You can enable MSA when creating a stage or by editing an existing one.

When creating a stage

1. Click Configuration from the sidebar.
2. Select a Project template.
   
3. Click the + Add stage button.
   
4. Select one of the project stage Form Builder or Collaborative Document Management.
   
5. Toggle Enable Multi-Step Approval Routing to ON.
6. Click Save stage.
   

A green Approvals badge appears next to its name.

When editing an existing stage

1. Click Configuration from the sidebar.
2. Select a Project template.
   
3. Locate the stage and click the kebab menu next to the stage name.
   
4. Select Edit Stage.
   
5. Toggle Enable Multi-Step Approval Routing to ON.
6. Click Save Stage.
   

See Also

To complement your knowledge of this process, feel free to check the following pages:

• Add Approval Steps to an Approval Workflow
• Add Approvers Insights
• Add Content to Approval Steps
• Add Group Emails to Approval Steps
• Add Placeholders to Approval Steps
• Configure Approval Workflow