You can define approvals before the initial submission of a project to the co-contractor or before its final signature.
The procedures are configurable for each template, allowing management tailored to each situation.
Choose the type of approval
Access the relevant template: In the main menu on the left, go to the "Templates" tab.
Select the template for which you want to add an approval procedure.
Configure the approval procedure: At the top of the template page, locate the "Workflows" section.
Click on "No approval procedure" and choose the desired type of approval: before initial submission or before signature.
Select the approval mode: In the dropdown menu, choose from the following options:
All must approve: All approvers must give their consent, without any specific order.
One after another: Approvers intervene in a predefined order.
First to approve: Approval is validated as soon as one of the selected approvers gives their consent, speeding up the process.
Add and organize approvers
Add approvers: After choosing the approval mode, click on "Add an approver" and select the desired users. Repeat this step for each additional approver.
Only users with an Administrator or Manager licenses can be designated as approvers.
Define the approval order (if you chose "One after another"):
Use the arrows to the left of the approvers' names to adjust their position and determine the intervention sequence.
Configure approval workflows
Available only for PRO and ENTERPRISE plans.
You can specify conditions so that a user's approval is required only if certain criteria are met.
Add conditions: After adding an approver, hover over their name and click on "Add conditions."
Define the criteria: In the panel that opens, choose or create the conditions that will trigger this user’s approval.
Examples: The CFO's approval is required only if the contract exceeds €50,000 or if the contract duration is longer than 12 months.
Modify conditions: To change an existing condition, click on the approval tag, then on the "Pencil" icon to edit and save the new conditions.
Manage ongoing approvals
Approver notifications: Approvers receive a notification when an action is required from them, based on the defined order and conditions.
Approval rejection: If an approver rejects the document, the process is suspended, and the following approvers are not solicited until a new request is initiated.
Resend the approval request: In case of rejection, modify the document if necessary, then send a new approval request.
Remove an approval procedure or an approver
Remove an approver: Click on the "..." next to the approver's name and select "Remove."
Remove an entire approval procedure: Click on the dropdown menu next to the approval step and choose "No approval procedure."