How do I decide approval orders?

Learn more about deciding the order in which approvals are made for drafts generated from automated templates

If you have certain orders in which approvals should be made, you can configure the approval orders of your automated templates. Combining approval rules with approval orders allows for some truly powerful approval workflows relating to your contracts.


To set approvals orders, simply:

  1. Click Templates in the top menu and choose the template for which you wish to configure approval orders,

  2. Add your approvers in the Approval section and activate the Require approval in order switch (it turns blue when activated and grey when deactivated),

  3. Simply drag and drop the approvers in the list until you have the correct order.

Note: In order for approval orders to work, Require approval by all must also be enabled for the template.