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Setting up a process



1 comment

  • Mike

    Hi Claire,

    Based on what you are describing, we'd recommend setting up a sequential process to order the actions so the first content request points to the Spreadsheet, once that is done and approved the second content request (or Task if they don't need to add edit permissions) would point to the Document.

    This would make sure that the Spreadsheet step happens and is approved before the request to review/approve/edit the Document would even be sent. You can reference this article for those steps:

    Hopefully this helps some. Do let me know if I've missed the mark or you have any additional questions. Thanks again and keep staying awesome!


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