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How do I make a folder accept files only after approval?

Create an Approval for the File screen with a Trigger Condition on the target folder. The folder then becomes read-only, and files are sent into it for approval.

Screen
Approval, Folder, File
Who
The implementation consultant
Takes effect
On save of the approval
Needs first
The Folder

Before you start​

  • The folder exists; optionally give it a Number Range to number its documents.

Steps​

  1. Open Approval, Process Code the File screen, tick Create.
  2. Add the approvers.
  3. On Trigger Condition, the target folder “is” (or “starts with”) the folder’s name.
  4. Save.

Check it worked​

  • Everyone can only read the folder; a file sent into it waits, locked, showing Awaiting Approval Into, and lands when approved.

If something looks wrong​

  • “That folder does not need approval - move the file there.” No approval names the folder.
  • “An approved file cannot be renamed or moved.” Send a new version instead.