Reassign/Add Approvers to In Progress Workflow

This article will walk you through how to reassign and add approvers to an in progress workflow.

Reassign an Existing Approver

Once you submit a workflow’s launch form, you can change which user is assigned to review and approve the document.

1. Expand details on your workflow page to locate the list of approvers. Click the three stacked dots located next to the approver you want to reassign.
2. Click Edit Approver.
3. If applicable, name the approver's Role.
4. Select a user from the Assigned To dropdown. If the Approval step is configured to be limited to a specific group, then the approval can only be reassigned to other members of that group. To learn more, refer to Build Conditional Role Assignments.
5. If needed, add Instructions, and then click Save.

Add a New Approver

You can add approvers and reviewers as contract negotiations progress. All participants in a workflow can add a new approver.

When you add a new approver, it does not adjust the document template, but it is tracked in the Activity Feed. The new approver is notified their approval is required. New approvers are always listed as required last, and they cannot be reordered. If a workflow returns to the Review step after the Signature or Archive steps, the approver must be added again manually.

If you add a user as an approver that is not a participant in the workflow, they are given access to the workflow. This cannot be undone.

1. In the workflow’s Review section, locate the list of approvers. Click Add Approver.
2. Select a user from the Approver Name dropdown. This dropdown includes all members of your company that are users Ironclad.
3. Add a Reason for Approval and click Send Request.
4. If you no longer need an approver, click the three stacked dots next to their name, and then click Change to Participant. This removes the required approval, but keeps the user as a participant in the workflow.

Add a New Approver

You can add approvers and reviewers as contract negotiations progress. All participants in a workflow can add a new approver.

When you add a new approver, it does not adjust the document template, but it is tracked in the Activity Feed. The new approver is notified their approval is required. New approvers are always listed as required last, and they cannot be reordered. If a workflow returns to the Review step after the Signature or Archive steps, the approver must be added again manually.

If you add a user as an approver that is not a participant in the workflow, they are given access to the workflow. This cannot be undone.

1. In the workflow’s Review section, locate the list of approvers. Click Add Approver.
2. Name the approver's Role.
3. Select a user from the Assigned to dropdown. This dropdown includes all members of your company that are users Ironclad.
4. If needed, add Instructions, and then click Add.
5. If you no longer need an approver, click the three stacked dots next to their name, and then click Change to Participant. This removes the required approval, but keeps the user as a participant in the workflow.

Remove an Existing Ad-Hoc Approver

1. Click Edit Approver.
2. If you no longer need an approver, click the three stacked dots next to their name, and then click Remove Approver. This removes the required approval, but keeps the user as a participant in the workflow.