Resources and guides
Guides and templates for approval processes that hold up to an audit.
Practical resources for authors, approvers, and process owners. Free to use, no email required.
Guide
Document sign-off sheet template (Free Excel & Google Sheets)
A free Excel and Google Sheets template for tracking who approved what and when, with revision history, a distribution list, and a copy-paste email for chasing approvers.
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Guide
The SOP approval process: a step-by-step guide for regulated teams
A step-by-step guide to running a compliant SOP approval process: the review lifecycle, who needs to sign off, and how to keep an audit-proof record without the email chase.
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Guide
Managing document approvals across your tools
61% of teams handle approvals in more than one tool, so sign-off scatters across email and chat. Here’s how to bring document approvals together across your stack.
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