Internal Approval Flow

Approval Flows

Approval flows streamline your document management by allowing internal reviews before sending documents out. Initially, this feature enables internal stakeholders to review and approve documents, ensuring everything is perfect. 

How Approval Flows Work

ADD APPROVERS
Add colleagues that should approve the document with the role "Internal approver". You can specify the order of approvers if there are multiple people involved.

SEND FOR APPROVAL
Send the document for approval. You can set the document to be sent automatically once all approvers have approved. And add a message to the email notification.

TIME TO APPROVE
Once all designated approvers have approved the document, it will be ready for signatories to sign.
Either the document will automatically be sent to the remaining participants, or you will need to manually click 'send' after the last colleague has approved.

Edit Approvers

If needed, you have the option to add, edit, or remove internal approvers. It’s important to note that any changes made will not reset approvals that have already been given. If you remove the last approver, the document will be ready to be sent. If it’s set to be sent automatically after all approvals, the document will go from draft to pending directly.

Settings - Manage internal approvers

In the template, you have the option to decide whether to allow adding, editing, or removing internal approvers. If you disable this function in a template, no adjustments can be made to the approvers that have been designated in created documents from that template.

1. Go to Templates > Open a template.
2. Click on General > Use the toggle beside "Manage internal approvers"

Approval order & Signing order You can combine the approval order with the feature signing order. The internal approvers will always appear at the top of the participant list underneath the purple line and will have their own sequence. The remaining participants will have a similar numbered list where you can choose the order in which they should sign.

In this example Angelica and Erik are Internal approvers and Sherin is the first to sign in the signing order.

• The approval order takes priority over the signing order, as those who need to approve must do so before the document is sent and ready for signing.

🔗 Click here to read the article: Signing order.

Filter You can easily filter documents by their approval status in both the document archive of a specific workspace and the global search. In the filters section, under Approvals, you'll find several options to filter by: Not Started, Approval Pending, Approved, and Not Set. To filter documents: Go to Documents or Global search Use the filters located on the left side of the document list to select the desired approval filter, found under the Approvals section.