127 results found
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Send to legal team for review
Id like to be able to send our documents to our client for signature and review and then once they sign to automatically send to our legal team to approve of it (they don't have to sign just give an okay) and then once its approved to have it sent to our boss for the final signature and completion.
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Reporting: Rejection
To be able to report on document rejection stats, examples:
-which templates are being rejected
-which creator
-which approval step is it rejected at
-how many times is the document rejected before approvedAnd somewhere to view the rejection comments
1 vote -
Approval before completing the document
We need an additional approval stage before the complete stage. It seems like a quite common area in other platforms but I can't find where I can edit this workflow.
1 vote -
Add a custom message when sending approval
require a message when someone sends for approval. This would be a really helpful feature to our team and save a lot of time as we need folks to explain why they are giving a discount before approving.
1 vote -
Option to send 2 seperate emails to Approver Groups
Will allow the user to send 2 separate emails to the Approval Groups
1 vote -
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 -
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 voteLindsey Schocke responded
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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 -
1 vote
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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 -
Highlight required variables for approver
Let's say a document is sent for approval. When an approver reviews the document, as the document is in "Waiting for approval" status, the variables are not highlighted in yellow anymore and because of that the approver can't see what variables were filled in by the document sender and which variables were NOT filled in by the documents sender. The client wants a better experience and requests the ability to highlight required variables in such a way that this highlighting persists for the documents in the "Waiting for approval" status. This will give an approver an opportunity to see if…
1 vote -
1 vote
Valeryia Baranava responded
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Ability to approve or deny contract from API
Ability to use the API To approve or deny contracts.
1 vote -
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 -
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 -
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 -
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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