Approvers Workflow
Last updated
Last updated
Workflow involves both the allocation and arrangement of staff members (or Collaborators) in the order of approval to review a document before it proceeds to the signing process and is ultimately uploaded as evidence.
There are two methods for assigning collaborators to approve a document before it undergoes the signature process:
During the creation of a new document or template.
While editing a Document
Below, you can observe that in the settings for creating a new document or template, we choose the "Set Approval Workflow," as marked with an arrow.
In the 'Add' box, begin by typing a staff member's email address and add them to the Approval Workflow.
It's important to note that as long as the 'Custom Approval Order' box remains unchecked, there is no specific approval order, and the document is simply waiting for all assigned members to approve it.
By checking the mentioned box, we can designate the initial approver for the document, followed by subsequent approvers in a specified order.
Furthermore, you can rearrange the approval order by clicking and dragging the members' name boxes.
The order is displayed with a number next to each member's name for easy visibility, as marked with arrows below.
Leaving a private message:
Clicking on the mail icon, as marked below, allows you to leave a private message for a specific approval member.
Now, simply type in the private message and click Save.
You've correctly highlighted that the mail icon of the member for whom we left a private message is now in blue, signifying that a message for that member is saved.
To edit or delete that message, click the mail icon once again.
Approver Group
Another option for organizing the approver order is to sort the staff members into groups. You can do this by clicking on 'Create Approver Group,' as marked with an arrow below.
After including a member in the 'Technical Team' group and another member without any group association, we can witness the advantages of organizing approvers into groups.
This feature is especially valuable when sending documents to multiple members and necessitates a streamlined and easily ordered process.
Take note that you can add multiple approver groups, naming them by clicking on their name box, and adjust the order just like we did without groups earlier, by clicking and dragging on the white group boxes.
To delete an approver, click the trash bin icon next to the mail icon on its right.
Following the Approval Workflow, we proceed to the recipients for the signing stage.
To return to the
To return to the
