Feedback or approval from a colleague or manager is just a few clicks away with Microsoft Flow. Learn about how to request approval for a document using Flow.
- [Instructor] We're going to start by looking … at a built in approval process that is part of SharePoint. … I'm looking at the SharePoint site … for the policy review group. … They have a documents library … and I'd like to view their documents … and then show you how we can … use Microsoft Flow to ask for a sign-off on a document. … These folks are in the process of reviewing documents … and so the ability to do this is frequently used. … Simply select a document. … You could do the same thing with an item in a list. … Click the More button, choose Flow, … and then Request sign-off is a built in … Microsoft Flow workflow, … specifically for SharePoint. … So I click Request sign-off, … and a pane opens on the right-hand side. … Now this flow hasn't been used by me before … in this document library, … so I need to actually create the flow. … I can view its details. … This flow is going to connect to SharePoint, … to Approvals, and to Notifications, … and I am already signed in to all of those items. …
Author
Released
10/15/2019- Navigating and searching in a site
- Uploading and creating documents
- Coauthoring Office documents
- Editing your profile
- Using and customizing lists
- Requesting approval for documents using Microsoft Flow
- Using SharePoint mobile apps
Skill Level Beginner
Duration
Views
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Introduction
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1. Get Started with SharePoint Online
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Tools and permissions3m 46s
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Login to SharePoint2m 42s
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Use SharePoint home3m 41s
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Search in SharePoint3m 57s
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Use a communication site3m 9s
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2. Work with Libraries and Documents
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Store documents5m 16s
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Upload and create documents3m 17s
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Open and edit a document4m 44s
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Save a document from Office3m 43s
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Share a file or site3m 55s
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Coauthor an Office document3m 37s
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Use your team's notebook1m 36s
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3. Personal and News
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Edit your profile3m 52s
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Post news for your team3m 16s
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4. Customize with List Apps
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Use a list2m 48s
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Export a list to Excel3m 6s
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5. SharePoint on the Road
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OneDrive for Business app3m 51s
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Conclusion
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Next steps1m 59s
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Video: Request an approval with Microsoft Flow