Document External Approval

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Last updated: Apr 17, 2026

You can send documents following the Draft to Approved lifecycle for external approval.

This is helpful when you need a supplier to approve documents in your Vault.

Vault and Quality Admins can manage external approvers as contacts for an external organization.

If a contact is assigned as an external approver on a document:

  • When a document is sent for approval, if an external approver is specified as an approver, Vault will automatically create an account for them in the Active state.

  • Once all approvers and QA approvers have provided their approval, the Vault account for the external user will automatically be set to Inactive.

  • If they are later added as an approver to another document, their account will be reativated until that document is approved.