159 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 -
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 -
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 -
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 -
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 -
1 vote
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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 -
When adding a new approver they can't update any document that was created prior to the change.
When adding a new approver they can't update any document that was created prior to the change. This creates a bad experience where a new doc needs to be created via the template or the new approver can't approve. This creates a bad experience for the internal team and adds a delay for the recipient.
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 -
When I send a contract with "Document.ExpirationDate" field to my manager for approval, this field is blank.
"Document.ExpirationDate" should be visible to the approver of a document with a note saying this will be populated once sent to client and reference the settings on the document eg. "the date will automatically be populated with an expiry date 7 days after the date it is sent"
1 vote -
1 vote
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Ability to approve or deny contract from API
Ability to use the API To approve or deny contracts.
1 vote -
1 vote
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Conditional Approvals for Pricing Column
Functionality that if a price quote or discount is below a certain threshold, it can be sent for approval.
1 vote -
1 vote
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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
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