Before using Greenlight User First Setup Set or reset your password, complete account setup, and upload your signature before acting on approval requests. System readiness Admin First Setup Prepare the organization structure, users, document templates, and budgets before request creators begin submitting approvals.

Start here Dashboard Use the dashboard to decide where your attention belongs before opening detailed queues. Approver workspace Pending Approvals Process requests waiting for your signature, review, recommendation, notation, or final approval. Workflow signals Notifications Use notifications for workflow events that should remain visible beyond temporary popups.

Creator tracking My Requests Track drafts, submissions, returned requests, cancelled work, and completed approvals you created. Create approval New Request Choose a document template, complete the wizard, assign signatories, preview the output, and submit into the approval chain. Evidence view Request Detail Use the request detail page as the complete record for one approval. Prepared document PDF Document Creation Use the PDF document path when the approval starts from an uploaded file that must be reviewed, signed, and stored. Generated document Form Document Creation Use the form document path when Greenlight should collect structured data and generate the approval document.

Personal setup Account and Settings Maintain profile details, password, signature, theme, display mode, and personal interface preferences.

System setup Admin Overview Admins maintain the setup that powers user access, request routing, document templates, budgets, and workflow intervention. Admin requests Request Control Inspect live workflows and intervene only when normal approval routing cannot resolve the issue. Access control Users Create, activate, edit, reset, and deactivate users while preserving audit-sensitive history. Organization data Companies Maintain company records, addresses, departments, and metadata used by users, requests, and generated documents. Templates Document Types Manage system templates and company variations used by request creators. Template editor Document Type Tabs Use each tab together so request creation, signatories, form fields, and generated output stay consistent. Company variation Add Document from Template Create a document variation by inheriting a base system template, then adjust only what truly differs. Financial control Budgets Set monthly allocations, review proposals, handle over-budget overrides, and inspect ledger entries.