Document Workflow & Approvals

Learn about document workflows (contract life-cycle management) modeling including document approvals.

25 min | 9 Tasks

Task 4 Insert a Modifiable Approval

Once the Stages properties have been set, the flow of documents can be configured according to your processes. A key Workflow component for ensuring proper document management are Approvals.

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Step-by-Step Guide

Step 1: Add Approval
  • Click the Flow (arrow) between “To Be Reviewed” and “Manager Confirmation” Stages.
  • Next, click “Add Approval” in the right menu. This will add an Approvals symbol (a check” in green circle) and change the color of the Flow to green.

Now any user can change the stage of a document from “To Be Reviewed” to “Managers Approval” once the delegated Approvers approve the document.

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Continue to Task 5
Resources

Workflow Overview

Legito KnowledgeBase

Legito Academy

All Tasks

Task 1: Create New Workflow

Task 2: Create Workflow Stages

Task 3: Set Stages’ Properties

Task 4: Insert a Modifiable Approval

Task 5: Insert Fixed Approval

Task 6: Create Additional Flows

Task 7: Set Flow Properties

Task 8: Assign Workflow to Template

Task 9: Test Workflow

All Courses

Document Drafting Automation Basics

Workflow & Approvals

Document Formatting

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Advanced Document Automation

Build Address Book for Templates

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