Flowgrammer

Google Drive Document Approval Template

Editable Google Drive decision log with setup checklist, field list, and seven fictional cases for files that already live in Drive.

Download the Google Drive approval template (ZIP)

Download this pack when Google Drive already holds the file and you need a named approve, reject, or request-changes path on a frozen version. The workbook is a decision evidence log, the decision log in this pack. It implements the published document approval model for Drive: setup checklist, field list, seven worked Cedar & Quay cases, and an original notify-only reminder design.

Read the paired guide first: Google Drive Document Approval Workflow.

Download the Google Drive approval template (ZIP)

The ZIP includes the workbook, CSV import files, setup and usage notes, seven case write-ups, and the reminder design. Samples stay on Config as_of 9 September 2026. No live Drive file is included, and this is not a Marketplace listing.

What you get

  • A Drive setup checklist for shared-drive libraries, sharing, admin Approvals toggles, and canStartApproval
  • Decision-log fields for request_id, approval_id, file_id, revision_id, content_change_behavior, requester, approver, decision, decided_at, rationale, and next_action
  • Parent closed statuses 1:1 plus Drive overlay statuses for access and exceptions
  • Seven fictional Cedar & Quay cases: clean approve, request changes plus a new version, unauthorized approver, stale revision after RESET, external-access denial, timeout or escalation, and a duplicate or idempotent callback
  • A notify-only reminder design. Reminders never change status.

Keep these jobs separate

Comments, labels, activity, and folder moves are useful signals. They are not approval evidence. Electronic signature is a separate job. Drive does not perform IDP or OCR. The Google Sheets invoice tracker is an AP register, not this log. Reminders never auto-approve, auto-renew, or auto-terminate. Confirm edition and canStartApproval in your Workspace before you put a real file on the path.

If the file lives in Dropbox, use the Dropbox document approval workflow. If you still need to choose a first workflow, start with Document Processing Automation. Use invoice processing automation, intelligent document processing, or the contract tracker only when those jobs are the actual problem.

How to start

  1. Read README.md, then markdown/setup.md.
  2. Walk DriveSetupChecklist, or import csv/decision-evidence-import.csv.
  3. Leave Config as_of_date at 9 September 2026 while you walk Case01 through Case07.
  4. Confirm case 3 stays out of Approved and case 7 does not write a second time.
  5. Keep the parent Document Approval Workflow and Document Approval Status and Role Matrix nearby for the shared model.

If reviewers, authority, or the destination log are still unclear, start with an AI Success Audit. If they are named, book a fit call to scope an AI Automation Systems build.

Book an AI Success Audit call