151 results found
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Restrict removing the approval for Manager role; allow only Admins to do this
restrict removing the approval fro manager, only admin can do that
1 vote -
Assign Approvers for different teams
Ability to assign approvers for different teams. If there are multiple sets of approvers for different teams, and they need the ability to suggest edits as an approver in documents. Currently, if someone makes a comment, the author has to go in, reopen the document, make the edits, and then there's no tracking that edit was made
2 votes -
Add Approval Workflow to Document In Draft Form (currently, can only do in a template)
Current process:
- Create a new template OR create a template from an existing document and then polish it up
- Create document
- Realize there is no approval workflow
- Convert to template
- Add workflow to template
- Create document
- Delete document that was originally created in Step 2
As long as it is in draft form, it seems like I should be able to add an Approval Flow regardless of it being a template or document.
3 votes -
removal of approval workflow in audit trail
removal of approval workflow in the audit trail after document completion
2 votes -
Prevent download the document in PDF when it is in the draft status without approval
Prevent download the document in PDF when it is in the draft status without approval
1 vote -
Requiring Approval for Specific Content Library Items
Option to automatically require "Approval" if certain items from the Content Library are added to a document.
1 vote -
Automatically assign approvers to a template based on the currency
Automatically assign approvers to a template based on the currency of the template
4 votes -
Auto delegate Signatures & Approvals
Ability to auto delegate any approvals or signatures to another user, for instance whilst I am on annual leave, rather than having to amend all template approval groups, role defaults in place for all templates.
4 votes -
Approval workflow after suggest edits
Customer would like to have another approval workflow after changes has been made for suggest edits
2 votes -
API: generate session ID for Waiting for approval document
Option generate session ID for document in Waiting for approval status
1 vote -
Change document status to Approved via API
The option to change the document status from "document.waiting_approval" to "document.approved" via the API, when the approval workflow is enabled.
3 votes -
approval workflow to be edited with Creator license
approval workflow to be edited with Creator license
1 vote -
Create Approver filter in the document list
Create an Approver filter in the document list
1 vote -
Reporting: Document Analytics by Approver
We have a list of people who approve documents, but we want to be able to see the data on the approvers.
For example: We a team made up of 4 people who are approvers, everyone works together to approve these documents.
We want to be able to have a breakdown of the 4 approvers, and how many approvals they made each month.
This will help us in a variety of ways, but also to make sure that we are spreading work evenly to each team member.
We also have monthly meetings and provide an update to the team on…
5 votes -
Approval workflow for the internal document changes
When a user makes changes to a template, it has to go through an approval workflow first before the template is saved
2 votes -
Role for Recipient Approver
Have a role for the recipient to be setup as the Approver. This way we will be able to send the document to an approver on the recipient side, and then allow the approver to forward the document to a different recipient who can sign on behalf of the recipient.
10 votes -
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 -
To be able to manually change the document status of Approved documents
To be able to manually change the document status of Approved documents to Declined, Completed, etc
7 votes -
Ability to create a "Standard Approval Workflow"
The goal is to make it easy to set up a standard process for approving documents by creating a template group that includes "Legal," "Finance," and "Compliance." This group can then be added to any new document or template that needs to go through the approval process.
2 votes -
Approver will be able to view Fields that is set as required/non-required
A feature that will allow an approver to see the required or non-required fields on the document.
2 votes
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