- Annature Help Center
- FAQs
- Envelope FAQ's
Can I have an approval workflow?
Absolutely - use 'needs to view'.
Needs to view is a great option to use when needing an envelope to be approved by an individual.
This could involve getting a document approved by a client, or a manager giving the final tick before it reaches your client.
If you are needing to gain approval from a manager prior to the client receiving the envelope - use a signing order, and set your manager as number 1, and needs to view. As soon as they confirm, the envelope will be sent to the rest of your signing queue. If they reject/decline the envelope - it will stop it in it's tracks.