Approvals in Bild help teams document and track decisions before releasing files, engineering change orders (ECOs), or BOMs. The approval workflow allows reviewers to comment and either Approve or Reject changes. This guide will show you how to create and manage approvals across your projects.
š Important: All files in an ECO must be checked in before you can start an approval. If any file is still checked out, the āCreate Approvalā button will not appear.
Starting an Approval for a File
Navigate to the fileās Info Drawer and select the Activity tab.
Click āStart Approvalā.
(Optional) Set a due date.
Add one or more reviewers, then click āRequest Approvalā.
Reviewers will receive notifications to review the file and either Approve or Reject the request.
Starting an Approval for an ECO
Open the āECOs & Revsā icon from the left menu dock.
Select the ECO you want to review.
Click āCreate Approvalā.
(Optional) Set a due date and add approvers or approver groups.
Click āRequest Approvalā to send the request.
š”Tip: Send Approval in a Sequential Order
You can optionally select āAdd Groupsā when adding approvers.
This allows for sequential approvals:
Example: If John and Robert are in Group 1, the approval will go to them first. Once one provides feedback, it will automatically move to Group 2, and so on.
This is helpful when an approval must follow a specific review order.
Providing a Disposition on an Approval
There are several ways to access an approval you are assigned to:
From your Main Dashboard ā Approvals section
From a file with an active approval ā click the Approval block in the fileās Data Card
From within an ECO ā click the āView Approvalā button
From the Approvals icon in the left menu dock (project view) ā open any approval in your project
Approval Disposition Options
When viewing an approval, youāll see the following disposition options:
Approve ā Approve as-is
Conditionally Approve ā Approve with comments or minor changes/feedback
Reject ā Request significant changes
š Important: If you are an Admin, additional actions may be available such as "Approve and Close" this will automatically approve and close the entire approval request
š Tip: You can open each file in the approval in a new tab for quick review:
On Windows ā Ctrl + click file name
On Mac ā Cmd + click file name
Approval Closure
Providing your disposition does not immediately finalize the approval.
Only an Admin or the approval creator can close the approval by providing the overall approval status (Approve & Close or Reject & Close).
The approval remains open until the owner or Admin completes it.
Next Steps
Learn more about the Change Order process:
Change Order Overview
Creating a Change Order
Tracking and Managing Change Orders
ECO Settings & Attributes