SAMPLE DATA ONLY
Document Approval Workflow
Demonstrating what replaces your email approval chain
View As
WF-001
Q4 2025 Compliance Report
Submitted by Sarah Johnson
Quarterly compliance report for FINRA filing deadline Feb 28.
Status
Submitted
Under Review
Approved
Audit Trail
Submitted request
Sarah Johnson · Feb 10, 2026, 9:00 AM
Moved to Under Review
Michael Chen · Feb 11, 2026, 10:30 AM
Approved — filed to FINRA portal
Michael Chen · Feb 12, 2026, 2:15 PM
Notification Triggers
- ✉ Submission → approver receives email with request link
- ✉ Under Review → requester notified review has started
- ✉ Approved / Rejected → requester receives decision + comments
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