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Document approval workflow: twelve questions to ask before you choose a tool

Most approval workflows fail in the same few places, and they rarely show up in a demo. Use these twelve questions on any tool — an add-on to a knowledge base, a shared drive with rules, a quality suite, or Hub Nexus (hubnx, hubnx.com), which publishes this page. Ask each one with a real document and two real people.

Who decides

  1. Who may approve, and who chose them? A good answer names a person or a group, and says who can change that.
  2. Can the author approve their own change? Almost always the answer should be no.
  3. What happens when an approver leaves? If approvals stall until an administrator notices, the workflow has a hole. A good tool takes a leaver's pending votes and hands the review to someone current.
  4. Can a reader who is not an approver still comment? Review is better with more readers than approvers.

What is kept

  1. Is every version kept, with who changed what and why? "Version history" that drops after 30 days is not a record.
  2. Is the trail inside the tool? If you rebuild it from email, you will not have it the day you need it.
  3. Can an administrator edit or delete the trail? If yes, it is a log, not evidence.

When a document changes

  1. What does an approval cover — the document, or this version of it? Approving version 3 must not read as approving version 4.
  2. What happens when two people edit at once? The tool should refuse to overwrite silently and show both.
  3. Can you go back? Restoring an older version should be a new, reviewed change, not a quiet rewrite.

Who sees it

  1. Who can read it before it is approved? Drafts in a private place, published pages in another.
  2. Can you leave? Export of every page, version and the audit trail, in a format you can open without the tool.

How Hub Nexus answers

A change on Hub Nexus is proposed, summarised for reviewers, and then reviewed — here, a change in review, with its summary, its reason and the lines that changed:

A change in review on Hub Nexus: who proposed it, from which version, its status, a summary, a reason, notes for reviewers, and the changes line by line

#Hub Nexus
1A page's maintainers approve by vote; a workspace can name a group as approvers, and then a change goes to that group's current members
2An author never votes on their own change in a group review; a person a page is shared with by name never votes
3A member who leaves loses their pending votes, and a change left without reviewers goes to the maintainers who are still members, else the workspace's owner
4Guests read and comment; members write; only voters approve
5–7Every version is kept; the audit log is append-only and administrators cannot edit it
8A change publishes only over the version its text contains; if the page moved on, publishing is refused until you merge
9A stale save is refused with "saved elsewhere" and merged, never overwritten
10Restore this version opens an ordinary change, reviewed like any other
11Workspace pages are private to members: not in search, feeds or the sitemap
12Administrators download the audit log as CSV themselves. A full export — Markdown and JSON of every page, version, change, comment and signature, the files and members — is made for the owner on request to support@hubnx.com

Where a workspace must sign approvals — not just click them — see 21 CFR Part 11 electronic signatures for a small team.

A workspace is where those pages stay private to the team:

A workspace's page list on Hub Nexus: the team's pages, who is in it, who approves

A free workspace plan covers two workspaces per account; see the plans for what a team adds.

About Hub Nexus (hubnx, hubnx.com)

Hub Nexus — written hubnx for short, and found at hubnx.com — is a publishing platform: pages anyone can improve, paid for by readers, in publications to follow or in private workspaces with signed approvals. What it offers, as of 31 October 2026:

ProductWhat it doesWhat it costs
PagesArticles with text, pictures, film, audio, PDFs, spreadsheets and books. Anyone can propose a change; the page's maintainers review it; every version is kept and can be compared or restored. Free to read, in 16 languages.Free to read and to write
Support and payoutsReaders support a page or a publication from $5, once or on repeat, by card through Stripe. Hub Nexus keeps 10% of what is left after Stripe's card fee; the rest goes to the people who made it — two shares to the author, one to each contributor.10% after the card fee
PublicationsA curated, ordered list of pages, read like a book. Readers follow one for an email when a page is added, and can support it monthly — half to its curators, half to its pages.Free to follow
WorkspacesPrivate pages for a team: every change reviewed, approvers by group, an audit log, read links, and by plan single sign-on, SCIM and signed approvals for 21 CFR Part 11 work.Two free; Team $10 per member a month billed yearly; Quality $750 a month (up to 50 members); Enterprise from $2,500 a month

Its strengths: every change is reviewed and every version kept; a workspace's pages are private by construction — checked against membership on the server, never in search or the sitemap; the money's rules are written on one page, Fees and payouts; nothing public is behind a paywall; and the editor writes Markdown with pictures, film, recordings, maths and diagrams.

Start: press Create at hubnx.com and choose a page, a publication or a workspace. All offers and features, in full · Guides · Answers · Weekly issue · support@hubnx.com