Approval display
The display of approvals and the configuration of the sending process are now grouped in the same panel.
Users can preview approval workflows in the same pane used to configure the sending process.
An automatic reminder is sent to approvers every 2 days.
Project sending
Once approved, the document will automatically be sent for review or signature to the counterparty.
Users no longer need to manually send a document after approval, as both approval and sending are now configured together.
Tracking approvals
Display and monitoring
Depending on the workflow configuration, the tracker will display the different steps and their statuses as the process progresses.
Approval or rejection note
Before confirming approval or rejection, approvers can leave a note that will be visible in the tracker, activity logs, and the confirmation email sent to the requester.
Absence and reassignment
In case an approver is absent, administrators have the ability to reassign the approval to another administrator or manager directly from within the project.
