Digital approval helps you collect formal acceptance directly in Storydoc. It captures the recipient's approval details, creates a sealed record, and generates a PDF with an audit trail. This helps teams document acceptance without separate approval steps.
Once a recipient accepts your proposal or document, the version becomes permanently sealed and can no longer be edited. Both you and the recipient receive email confirmation with a downloadable PDF showing exactly who approved the document and when.
Note: Digital approval is available on Pro plans and higher.
Adding Digital Approval to Your Story
Open your story in the Storydoc editor and navigate to the slide where you want to add the approval element. In the right toolbar, click Add digital approval.
You'll see three design options for your digital approval element. Choose the style that best fits your story design and drag it onto your slide.
The digital approval element will appear on your slide with placeholder text and form fields. You can customize the appearance by clicking on the element and using the formatting options.
Customizing Your Digital Approval Element
Once added, you can modify the digital approval element just like any other button in Storydoc. Click on the element to access formatting options including:
Font size and text styling
Border and background colors
Button text (you can change it from the signature style to something like "Accept Proposal")
How Recipients Use Digital Approval
When recipients view your shared Storydoc, they'll see the digital approval section on the designated slide. To accept the document, they simply:
Fill in their full name
Enter their email address
Add their role (optional)
Click the Accept button
The form captures all necessary information and displays a confirmation message stating "By clicking 'Accept', I confirm I have the authority to approve this offer."
After Approval: What Happens Next
Once a recipient accepts your document, several things happen automatically:
Both you and the recipient receive email notifications confirming the acceptance
The version becomes permanently sealed and cannot be edited
A PDF record is generated with complete audit trail information
The version status updates to show "Accepted" in your dashboard
You can download the PDF record at any time to see the complete approval details, including who signed, when, and their IP address information.