151 results found
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1 vote
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Approval workflow in forms
Approval workflow in forms
32 votes -
Mulitple separate approvers on one template
Customer is looking for the ability to have multiple approvers on one template (with the document creator having the ability to choose which of those individuals will be the approver). Ex: there are 4 individuals who can approve the document and based on certain scenarios you would choose who of those four is the appropriate approver. If Approver 1 fits the criteria for this scenario, then I could select that only Approver 1 be the approver on the document and it would only go to that individual
1 vote -
Approval flow for clients
Often a client needs to approve a document before it can be sent to their boss (the person signing on behalf of the company).
The "document forwarding & signature forwarding" options are not only very confusing to a lot of clients but also confusing for internal approval flows (i.e. there is a signer appointed to a document that is not eligible to sign on behalf of the company).
3 votes -
Document approval defaults for all documents
I want 100% of the document going out to be approved.
I have salespeople who create their own stuff and send them without approval. Having an approval system across all documents would help make sure all that goes out is as it should be.5 votes -
Tie Approvals to Content Library Items
I would like the option for a particular content library item to require approval on the documents where it is placed. My firm could use this with our Bio page library items, so for example if Joe Smith's bio gets added to a document, Joe Smith's approval becomes part of the workflow. I would imagine this functionality could have many other use cases.
5 votes -
send the document to recipients first before sending for approval
send the document to recipients first before sending for approval
4 votes -
1 vote
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Option to set a user as just an APPROVER of specific documents in a workspace
Option to assign a user to be just a document approver.
1 vote -
custom roles can be approvers in workflows
allow custom roles be approvers in workflows
8 votes -
Bulk/multiple approval of documents
To be able to approve multiple documents that were generated via bulk send feature.
3 votes -
Ability to add a Template and have its approval retain as part of the Main Document.
Ability to add a Template and have its approval retain as part of the Main Document
1 vote -
Conditional Approval based on Line Item Type
Conditional approval based on the type of line item.
6 votes -
Status for recipient in approval workflow
Change text in analytics for recipients to "not sent yet" when a document is in the approval status
1 vote -
5 votes
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Marked-up approved changes to the doc
To have suggested approved changes marked-up to double-check them later
1 vote -
1 vote
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Approver can reject the document and then the previous recipients adjust the document to get approve again
the below shows an example
Recipient A: fill in the price
Recipient B: fill in the remark
Approver: reject the document due to the price, then recipient A can adjust the price and get approval again2 votes -
5 votes
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1 vote
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