Release: The following functionality will be live on August 13th. To learn more about the features included in our August release, refer to What's New in Ironclad: August 2026.
Summary
This article walks you through how to customize an approver’s instructions in email and workflow. You can configure this at the workflow configuration level in Workflow Designer, or within the workflow when you add an approver.
Use Case
Classics Inc. uses custom approver emails to give reviewers the context they need before approving a workflow. For example, when Classics Inc. routes a services agreement to Finance for approval, the approver email can include instructions to confirm the pricing terms, payment schedule, and budget owner before approving. They also add the signature packet documents directly to the email. This helps the approver understand exactly what to review from the email itself, while still giving them the option to open the workflow in Ironclad for more detail.
Permissions
| Features | Admin role |
| Permissions | Admin role OR Ability to create and edit workflow configurations at the group level |
Customize Approver Email in Workflow Designer
- Click on the Workflow Designer tab and select the workflow configuration you want to modify. Click the Review tab.
- Add or locate the role you want to customize. Click Add instructions.
- Add the instructions you want included in the approver email.
- Save and publish the workflow configuration. The instructions will be included in approver emails for new workflows going forward.
Customize Approver Instructions from Workflow
You can customize the approver email when you add an approver to a workflow or edit an existing approval.
To customize an existing approver’s instructions:
- On the Dashboard, click on the workflow you want to customize.
- Click on the approver you want to customizer, and then click the three stacked dots beside the approver > Edit approver.
- Add the instructions you want included in the approver email.
- Click Save.
To add a new approver and customize their approver instructions:
- On the Dashboard, click on the workflow you want to customize.
- Click Add Approver.
- Name the approver's Role.
- 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.
- Add the instructions you want included in the approver email.
- Click Add.
What will the approver see?
The approver will receive an email that includes the configured instructions. They can reply to the email to approve, or open the workflow in Ironclad to review it further.
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