BETA FEATURE!
Please be aware that this feature is in beta. While the feature is complete, we are still smoothing out rough edges and making it simpler to use based on your feedback.
INCLUDED IN
This feature is included in our Business and Enterprise plan.
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. Soon, we'll also enable recipients to approve documents before other participants will be able to sign, further enhancing the control and efficiency of your workflow.
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.
NOTE
The document status will remain as a draft until all approvers have given their approval. Once approved, the document will be sent and its status will change to pending.
- 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.
- Go to Templates > Open a template.
- 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.
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.
