---
title: Custom Approvals
description: The Approval Workflow feature automates the approval process, allowing internal users to approve or reject contracts before obtaining signatures.
---
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1. [Concord Support Center](https://help.concord.app/?hsLang=en)
2. [Approval Workflows](https://help.concord.app/approval-workflows?hsLang=en)
3. [Working in Concord](https://help.concord.app/approval-workflows?hsLang=en#working-in-concord)
# Custom Approvals
## The Approval Workflow feature automates the approval process, allowing internal users to approve or reject contracts before obtaining signatures.
Custom Workflows can be created and set at the **individual document level** on your **Templates** or documents in **Review**.
### Adding a Custom Workflow
Administrators and Users granted the right to perform this in their [Role](https://support.concordnow.com/hc/en-us/articles/205605529-Managing-roles?hsLang=en) could create or set an Approval Workflow in the Summary Sheet of a document.
### Add a Custom Workflow
- **Open** the document you would like to add approvals to
- In the right-hand panel, select the **Approvals** tab
- Click **Custom Approval
**
- Click **Add a Step**
- **Mandatory step**: approval will always be required from the identified party.
- **Conditional step:** dependent on the values in [Smart Fields.](https://support.concordnow.com/hc/en-us/articles/360038387832?hsLang=en)
### Add A Conditional Step
- From the dropdown, select the field on which to base the conditional statement. For example, if you require the finance department's approval if a budget is over $100k, select the budget smart field.
- Choose the modifier from the dropdown, for example, 'greater than or equal to', and input the appropriate value.
- Select your Approver
- If you need multiple steps, click the '**+**' and repeat the above steps
- Requesting approval will also automatically share the designated approver to the document as an **Editor**. Their assigned permissions will not be adjusted if the document is shared with the designated approver before requesting approval.
- **Automatically notify next approvers when a step is complete:** sends a notification to the inbox of the next person set to approve.
- **Allow external guests to sign at any time:** this allows external guests to sign even before the internal approval process has been completed.
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