147 results found
-
Notification on approved/rejected to particular recipient mail using conditional rule
There is an employee and supervisor when the admin send a timesheet to the employee he/she should look into the timesheet and can edit it if needed. Once he is done with the timesheet, it should route to the supervisor, he'll check and give approval/decline, which should be notified to the employee like the timesheet is Approved/Denied.
1 vote -
Inherit approval settings of Approved document into a template converted from it
Inherit approval settings of an approved document when it is converted into a template
2 votes -
1 vote
-
Approvals Process - Wpromote
Approvals process and actual workflow for contract going in navigating between different parties within the same company.
For example, after you're able to do that where you set up a workflow approval process where you send a draft on over to someone. It gets edited, and then if it gets approved it gets sent on to the next party; If it gets declined, then it either stays with them until it gets edited, or tracks and goes back to step. To have like a full CLM platform.3 votes -
Ability to remove the document from "For approval" section if the status is approved.
Ability to remove the document from "For approval" section if the status is approved.
1 vote -
Turn on the approval workflow only if the template has been altered
Turn on the approval workflow only if the template has been altered
1 vote -
Approval Workflow for non-pricing conditions
Can we set up an approval process for non-pricing related things? For example, if a contract payment term is different than the default? Etc,
What happens is that from time to time there are payment terms that differ from what our MSA would normally say. These terms need to go through an approval process through our managers. Right now, it looks like the only workflow/approval that you have is through pricing discounts. Is there a way to send it to a workflow based on delayed payments/differing payment terms (other than upfront), special contract start dates, etc.?
7 votes -
Dynamic conditional approval according to roles
Possibility of adding a dynamic condiitonal approval according to roles, i.e the document can be approved by an employee and their line manager, a different employee and their particular line manager
2 votes -
Include changes in Approval workflow in the Audit Trail
Include on the audit trail what exactly has changed via approval workflow
2 votes -
Automated Escalation Process: if the document is not approved in 24h, send the document to another approver
automated escalation process for the approval of documents
i.e. if the document is not approved in 24h, send the document to another approver
4 votes -
Be able to filter docs by "approved" within a certain time period.
After doc is approved, would be nice to be able to organize docs as approved docs. Be able to filter docs by "approved" within a certain time period.
3 votes -
Ability to Edit During the Document Approval Workflow Process
I would like to have the ability as a document reviewer to be able to make a quick edit to a document in the "for approval" category without having to go through the full edit and approval process.
Current Steps:
1. Receive doc for review
2. Review - while reviewing you see a necessary change
3. You must click "Edit Document" and make your desired edits
4. I then have to resubmit for review
5. Review
6. ApproveAs a reviewer role, I should be able to edit the document within my review and approve all at once which would…
62 votesWe wanted to share an update regarding the ability to edit a document during the approval workflow. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding. -
1 vote
-
Approval Workflow auto-reminders
if an approver doesn't approve a document in a certain amount of time they get an email reminder
18 votes -
1 vote
-
1 vote
-
Allow user that is not part of workspace to receive notification of approval
Allow a user not part of the workspace to get notification of approval.
1 vote -
Check what conditionals are followed when the conditional approval is used
Check what conditionals are followed when the conditional approval is used
1 vote -
2 votes
-
Add AND conditional approval statements
Conditional approvals could benefit from the addition of the AND statement.
33 votes
- Don't see your idea?