Company Approval Workflows

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

• Concord also offers a weekly Approval Workflow live training webinar. Register here, or watch a pre-recorded version here.

Create a Company Approval

• Company Approval Workflows are created, stored, and edited from the left-hand navigation panel on the Approvals page. 

1. From Home, Click Approvals
2. Click + Add new approval
3. Add a Name 
4. Add a Description 
5. Click the Assigned to icon 
6. Select desired approvers (users or teams)
7. Click Add approval step if you would like to add additional users for a sequential approval process.
8. Repeat steps 5-7 until you have achieved the desired workflow. To delete a Step, click Delete. Steps cannot be re-ordered. Instead, delete the steps and re-create the workflow.
9. 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 in 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 with permission to set workflows activated in their roles.
• You can also access the approval list from the left-hand document progress card and click add.
  
  

  

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

To learn more about Custom Conditional Workflows, click here.