Company Approval Workflows

Approvals' are available with some of our paid plans.

With Company Approval Workflows: build, control and update standardized approval workflows that your internal users can access and reuse with ease.

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

And, to learn more about Custom Conditional Workflows, click here.

Create a Company Workflow

Company Workflows are created, stored, and edited in the Workflows page.

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  1. From Home, Click Workflows
  2. Click + Add new workflow
  3. Add a Name 
  4. Add a Description 
  5. Click the blobid8.png'Assigned to' icon (beside Step 1)
  6. Select desired approvers (users or teams)
  7. Click Add approval step
  8. Repeat steps 5-7 until you have achieved the desired workflow
  9. Click Save

Notes:

This can only be performed by users with 'create workflows' activated in their role.

To delete a Step, click Delete. Steps cannot be re-ordered. Instead, delete the steps and re-create the workflow.

Updates made to a company workflow will be reflected on all unsigned documents to which it is applied.

Set a Company Workflow

You can add your Company Workflow to your Template or Draft/Review document in the 'Workflows' tab.

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  1. Open the document
  2. Click Workflows (on the Summary Sheet)
  3. Click Set approval workflowblobid5.png
  4. Choose Company workflowblobid6.png
  5. Click on a workflow to select it 
  6. Click Save

Note:

This can only be performed by users with the ability to 'set workflows activated in their role.

Company workflows can be assigned to an unsigned document or template

Using a Company Workflow

Click here to learn more about using approval workflows, ie how to:

  • Approve
  • Reject approval
  • Request approval
  • Reset a workflow

 

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