Unified Approvals: Proofs (Being discontinued?) vs Documents

[BrittanyGarrett]

Will the current workflow of proofs (making mark-ups, sending for approvals, etc.) be discontinued and the new workflow of the document approvals be the new process soon? We really use proof approvals because it's the best process for us instead of one-off approvals. Thanks so much!

[skyehansen]

I believe the new doc approvals are replacing the current doc approvals functionality and there's no change to proof approval workflow functionality, nor is there any immediate plan to discontinue this. 

cc to @jbarron 

[jbarron · Accepted solution]

@skyehansen is correct, @BrittanyGarrett. You can use doc approvals instead of proof approvals and still have access to markups and related functionality. We don’t currently have plans to require this switch.

That said, in the future, once the Unified Review & Approval experience is fully rolled out (timeline TBD), doc approvals will serve as the approvals engine. If you’re able to start adopting doc approvals sooner, it will put you in a stronger position for that transition.

[BrittanyGarrett]

Wow, thanks so much. This information was super helpful!

[LanggCass]

Hey @jbarron thanks for this information. Is there a plan to roll out Stages in the document approval? This is crucial for our team, and the main reason why we can't do a full transition yet.

Thanks!

[jbarron]

@LanggCass Yes, multi-stage approvals will be supported and are on our roadmap. Hoping to have some of that available H1 '26. What company are you with? Would love to get some feedback from you on it and the approach.