Define a new workflow for document approval process

[Premal Doshi]

I would like to know how could i create a workflow to define a process for document approval before a team member could upload a document. 

[Adrian Hülsmann - B1NARY]

Hi,

The Confluence app Breeze provides an extensive feature set for page approvals. While the downside of standard approval approaches is that a page must be published BEFORE requesting approval, Breeze introduces the concept of working copies.

These allow the creation of a working copy, making changes to this copy, and requesting approval for those changes, all while leaving the original page untouched. This separation between approval and publishing seems to fit your use case.

You can visit Breeze in the Atlassian Marketplace and/or schedule a demo with me to see it in action.

All the best,
Adrian from B1NARY (we are the developers of Breeze)

[Matteo Gubellini _SoftComply_]

Hi @Premal Doshi,

There are several Apps that provide workflows, depending on how simple/complex your requirements are.

We have our own for Confluence Cloud, if you want to give a look at it: SoftComply Document Manager.

Matteo

[Kristian Klima]

Hi @Premal Doshi and Welcome to the Community.

Confluence does not support functional workflows - it does feature pages status labels that you can use as indicators of the progress on a page level. Sure, you can combine this with page restrictions but it's too much of a hassle.

For a proper workflow/approval process, you need an app.

There's Workflows for Confluence by Appfox or three apps from Appfire (Document Approval, Management, and Control).

All of these allow you to set up workflows, including approvals, with varying degrees of complexity and sophistication.

I'm using the Approval app with simple Review/Approved workflow, but you can go as far restricting workflow stages to selected users etc.

[Yousuf Raza]

Hi there, 

Try using Scroll Documents for Confluence for creating a workflow to for document approval. You'll find some good documentation as well. 

[Kristian Klima]

Scroll Documents workflows do not work on a page level, only on the whole 'document' level where a document is either an entire space or a collection of defined pages.