Setting up a template workflow is critical for you and your team members to save time as well as streamline your internal processes. Approvals and signing order are both features that empower you to dictate the order in which others can read the document. Approvals are specific to internal users while a signing order applies to all recipients, internal or external.
Approvals allow you to set up an internal approval process with one or multiple users approving documents prior to them being sent out to clients. This is great if you need to have insight for every document that is sent out.
Signing Order on the other hand will specify the order your recipients will receive the document. And the next signer won’t be notified until the previous signer has completed their portion of the document.
With internal people who need to receive the document BEFORE it’s sent out, you should add them as an approver to the template. If you have internal people who need to receive the document AFTER it’s sent out, you should add them as the final recipient to the document and turn on your signing order.
Tips and Tricks
If your approval process for your template is causing a bottleneck in your workflow consider one of the two solutions: adding in groups or using conditional approvals.
Groups would allow you to add multiple approvers to a single group where only one would have to approve the document. Conditional approvals on the other hand allow you to approve based on a document’s dollar amount, reducing the lift on the approves.
How have you and your team used approvals and signing orders to automate your workflow?
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