This topic will walk you through a brief overview of the Review tab and its functionality.
Approvers review and approve contracts. There are a variety of ways you can customize your approvers to meet your company’s needs. You can add sequential approvers groups so that approvers are notified and required to approve one after. You can also add parallel approvers so that approvers are notified at the same time and can approve at any time, in no particular order.
Conditional role assignments enable you to define when a user should be notified throughout the workflow process based on conditions in your workflow.
You can set group or user permissions for downloading Word or PDF documents, or sharing documents outside of a workflow during the Review step. You can configure your permissions so that only specific groups can download the current workflow document and attachments or use the Share Document feature.
Workflow Designer also allows you to create and send custom emails when sharing documents outside of the workflow. You can incorporate fields from your workflow to personalize the email message.
- Manage Download and Share Document Permissions
- Customize Default Email Templates for Shared Documents
- Build Conditional Role Assignments
- Configure Approvers