Settings and activity
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60 votes
Hi all!
I’m happy to announce that one of our most-requested features, selectable approvers for document senders, is now available. This feature allows you to manually select an approver from a predefined selectable group before a document is sent for an approval.
A document-sender can now select an approver based on the team they're part of. And our new feature allows for flexibility if you need to select a different approver while a document is still in the process of being completed.
Selectable approvers also makes it easier to manage which document notifications go to specific members of an approval group. This helps reduce inbox clutter, since nobody wants to receive document notifications they don't need.
Admins and/or Managers who set an approval workflow for others and manage templates for different approvers and teams will also find selectable approvers helpful.
Read this Help Center article to learn more about setting…
Jim Treharne supported this idea ·
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I am only able to implement the approvals workflow at Template level, therefore, a document creator could simply create their own quote or proposal and send to a customer without approval.
The other option would be to force the use of Templates but this option is also not available.