Approval Workflows

Template promotion between environments can require approval from designated reviewers. This guide covers the approval workflow for template governance.

Overview

When a template is promoted (e.g., from development to production), an approval may be required based on your organization's governance settings. Approvers can review the template changes and approve or reject the promotion.

Listing Pending Approvals

View approvals waiting for review. Requires docgen:read scope.

curl "https://api.propper.ai/v1/docgen/approvals/pending" \
  -H "Authorization: Bearer YOUR_ACCESS_TOKEN"

Response:

{
  "data": [
    {
      "id": "apr_def456",
      "templateId": "tmpl_abc123",
      "templateName": "Welcome Letter",
      "requestedBy": "user@example.com",
      "targetEnvironment": "PROD",
      "status": "PENDING",
      "createdAt": "2024-01-15T10:00:00Z"
    }
  ]
}

Reviewing an Approval

Approve

Approve a pending template promotion. Requires docgen:admin scope.

curl -X POST "https://api.propper.ai/v1/docgen/approvals/{approvalId}/approve" \
  -H "Authorization: Bearer YOUR_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "comment": "Reviewed and approved. Template content and merge fields look correct."
  }'

Reject

Reject a pending template promotion with a reason. Requires docgen:admin scope.

curl -X POST "https://api.propper.ai/v1/docgen/approvals/{approvalId}/reject" \
  -H "Authorization: Bearer YOUR_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "comment": "Template has formatting issues in the footer section. Please fix and resubmit."
  }'

Approval Status Flow

Status	Description
PENDING	Waiting for review
APPROVED	Promotion approved, template is being promoted
REJECTED	Promotion rejected, template remains unchanged

Viewing Approval History

List all approvals for a specific template.

curl "https://api.propper.ai/v1/docgen/approvals?templateId={templateId}" \
  -H "Authorization: Bearer YOUR_ACCESS_TOKEN"