Form Review & Approval Workflow
Transform your form submission process
Multi-step reviews, field-level feedback, and complete audit trails ensure accuracy while saving 10+ hours per week and reducing errors by 90%.
The Challenge with Traditional Form Submissions
Without Review Workflow
- ✗Forms submitted directly with errors
- ✗No opportunity for feedback before final submission
- ✗Difficult to track who approved what
- ✗Manual email chains for corrections
With Review Workflow
- ✓Multi-step review ensures accuracy
- ✓Field-specific feedback for precision
- ✓Complete audit trail and change history
- ✓Automated notifications and tracking
How the Review Workflow Works
Submit for Review
Form submitter fills out and submits form for review
Review & Feedback
Reviewer provides field-specific feedback and requests changes
Update & Resubmit
Submitter makes corrections and resubmits for approval
Approve & Submit
Reviewer approves and submits to Smartsheet
Powerful Review Features
Field-Level Feedback
Provide specific feedback on individual form fields. Reviewers can highlight exactly what needs to be changed, eliminating confusion and back-and-forth communication.
Smart Email Notifications
Automated email notifications with direct links to review forms. Custom email templates with placeholders keep everyone informed at every step.
Role-Based Permissions
Control who can submit, review, and approve forms. Granular permissions ensure the right people have the right access at the right time.
Complete Audit Trail
Track every change, comment, and approval with timestamps and user attribution. Perfect for compliance and quality assurance.
Review Mode Interface
Professional review interface with view/edit toggle, status indicators, and action buttons. Reviewers can efficiently process submissions.
Smart Autosave
Intelligent status-aware autosave prevents unwanted modifications. Forms in review are protected while allowing authorized edits.
Perfect for These Scenarios
Quality Assurance Forms
Ensure inspection forms are reviewed by supervisors before final submission. Field-level feedback helps inspectors understand exactly what needs correction.
Financial Submissions
Budget requests and expense reports require multiple approvals. Track who approved what and when with complete audit trails.
Compliance Documentation
Regulatory forms need careful review before submission. The review workflow ensures accuracy and maintains records for audits.
HR Processes
Employee evaluations and onboarding forms benefit from structured review processes. Managers can provide feedback before HR processes the final submission.
Business Benefits
Reduce Errors by 90%
Multi-step review catches mistakes before they reach your Smartsheet. Field-specific feedback ensures corrections are made accurately the first time.
- ✓Eliminate costly data entry errors
- ✓Reduce time spent on corrections
- ✓Improve data quality and reliability
Save 10+ Hours Per Week
Automated notifications and structured workflows eliminate manual email chains and status tracking. Everyone knows exactly what needs to be done.
- ✓No more chasing approvals via email
- ✓Instant status visibility for all parties
- ✓Automated reminders and escalations
Ready to Transform Your Form Submission Process?
Join leading organizations that have streamlined their workflows with Huddle's review and approval system.
90% error reduction • 10+ hours saved per week • Complete audit trails