How to Manually Approve a Flow Step in Dubsado 3.0

You can manually approve a Flow step from the Flows tab on your dashboard, or from the Flows tab inside a client’s Project. This is used when a step is paused awaiting approval before sending.

How to approve a flow step:

→ Navigate to Flows on the dashboard or open the client’s Project

→ Click into the project’s Flows tab

→ Locate the Flow Step awaiting approval

→ Click Approve to send that step

If you want to modify the email before approving it to send:

→ Click the Pencil Icon to edit the email

→ Save your Changes, then return to the flow

→ Click Approve to send the updated email

If you want to modify a Proposal or Form before approving:

→ Go to the project’s Forms tab

→ Select your Form from the list, and click the pencil icon to Edit the form or proposal

→ Update the Content as needed for this client only, and click Save and close

→ Navigate back to the Flows tab and click Approve to send the updated step

Edits made inside a client project apply only to that client, and do not modify your global templates.