Submit a request
A request is one filled-in form on its way through an approval chain. Anyone with the link can open the form — signing in is only needed when the workflow says so.
Open the request form
Every published workflow has its own address, in the shape your-org.approvehub.app/expense-reimbursement/. Colleagues usually keep it in a channel or a bookmark; administrators can always copy it again from the workflow list.
Who may submit depends on how the workflow was published: everyone in the organization, only the people named on it, or anyone at all who has the link.
Fill it in
Fields marked as required have to be answered, and each one is checked as you go, so mistakes surface next to the field rather than after you press the button.
File fields accept up to 20 MB per file; the workflow may narrow that further and limit the number of files and the formats it takes. Approvers can open every attachment from the request page.
Submitting without an account
When a workflow is published as “Anyone with the link”, outsiders — contractors, candidates, suppliers — can submit without being invited first. They confirm their email instead:
- Fill in the form and select “Submit request”.
- Add a first name, last name and email, then select “Send code”.
- Type the six-digit code from the email and select “Confirm & submit”.
Confirming creates a light requester account, so the same person can come back later and follow their request instead of writing to ask about it.
After you submit
The confirmation page offers “View your request”, where the status and the whole approval chain are visible, and “New request” if you need to send another.
At the same moment, the approvers on the first stage are notified by email — and in Slack, if they have connected it. Nobody has to be told the request exists.