Approval workflow

An approval workflow lets your team review and approve a document before it’s sent for signature. It ensures that the right people (legal, finance, managers, and compliance) validate content, terms, and numbers, so the version sent for signature is final and auditable. Approvers are positioned before signers. This ensures all internal reviews and approvals are completed before a document is sent for signature.

(Note: Signers won’t see or be notified about the approvers.)

How it works

Roles

• Approvers: Reviews and takes action (Approve/Decline).

• Signer: Signs the document (after approvals).

• Observers: Can view the documents and track their progress.

Approval order

• Sequential: Approvers are notified one after another. The document reaches the signers only after all the approvers have acted. Use when each review is dependent on the completion of the previous one. 

• Parallel: All approvers are notified simultaneously. The document reaches the signers only after all the approvers have acted. Use when reviews are independent.

Approver actions

• Approve: Signs off and allows the flow to continue. Once approvals are done, the document will be sent for signature.

• Reject: Stops the workflow, and the transaction gets voided. Sender must update and resend.

After approvals

• Once all approvers have completed their tasks, signature requests are sent to the signers in the order specified.

• Approver actions are recorded for auditing and legal purposes and show up on the Signeasy app and via email. However, these details won’t be surfaced on the audit trail.

Note: Approvals are available on the Business Pro and above plans.