Document Workflow & Approvals

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

25 min | 9 Tasks

Task 5 Insert Fixed Approval

Now we will add another type of Approval to your Workflow.

Back to Task 4
Continue to Task 6

Step-by-Step Guide

Step 1: Add Approval
Click the Flow between “Manager Confirmation” and “Ready For Signatures” Stages. Then click Add Approval in the right menu.
Click the new Approval symbol that appears on your Workflow canvas.

Step 2: Modify Approval’s Settings
  • Change the Approval type to Fixed
  • Add yourself as an Approver
  • Activate Lock current stage during the approval process
  • Activate Remove approvals if a document is changed

Back to Task 4
Continue to Task 6
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

Bundled Documents

Translations & Dual Language Documents

Instructions & Help

Automated Data Extraction

Advanced Document Automation

Build Address Book for Templates

Build Project Management Application

Build Vendor Management Application