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How do I add an internal approval step before sending?

Pergunta feita porÉCÉquipe CertyneoEquipe CertyneoVoz ativa · 128

Before a contract goes to the client for signature, it has to be approved internally by my manager. Can I add an approval step?

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Yes, using the approval workflow. You can designate one or more internal approvers who must validate the document before it goes out to the external signers.

The approver gets a notification, reviews the document and approves it (or sends it back for changes). Only once approval is granted does the signature request actually go out. It's a solid way to secure your process on high-stakes documents.

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