Free approval templates, checklists & guides

Set up a clear approval process, share documents securely and record client sign-off. Read these guides online or download a PDF to use with your team.

Preparing a design for print? Use the artwork approval checklist to check the file before final sign-off. For a step-by-step process, start with the client approval guide.

Free approval templates

Download without an account. Each guide includes instructions and a practical example.

Approval workflow guides

Document Approval Best Practices

A comprehensive guide to streamlining your document approval process and reducing bottlenecks.

Secure Document Management Guide

Practical guidance for sharing files, managing access and retaining approval records.