Company Approval Workflows

Company approvals can standardize your approval process by allowing you to predefine necessary workflows available for all contracts to utilize.

Create a Company Approval

  • Company Approval Workflows are created, stored, and edited from the left-hand navigation panel.
    • Click the lightening bolt icon(Automations)>Approvals.

  1. Click + Add new approval
  2. Add a Name 
  3. Add a Description 
  4. Click the Assigned to icon 
  5. Select desired approvers (users or teams)
  6. Click Add approval step if you would like to add additional users for a sequential approval process.
  7. Repeat steps 5-7 until you have achieved the desired workflow.
    1. To delete a Step, click Delete. Steps cannot be re-ordered. Instead, delete the steps and re-create the workflow.
  8. Click Save

    Approval Required
    • From Anyone: Any of the specified approvers can be responsible for approval
    • From Everyone: All specified approvers must approve 

Add a Company Approval Workflow to your Contract

  • You can add your Company Approval Workflow to your Templates and documents within the Approvals tab.

  1. Open the document
  2. Click Approvals from the right-hand panel
  3. Click Set approval workflow
  4. Choose a Company approval  from the list
  5. Click Save
  • Requesting approval will also automatically share the designated approver to the document as an Editor. Their assigned permissions will not be adjusted if the designated approver is shared with a document before requesting approval.
  • This can only be performed by users who have the 'permission to set workflows' activated in their roles.

To learn more about the general Approval Workflow feature, click here.

To learn more about Custom Conditional Workflows, click here.