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Approval workflows and approval phases
Approval workflows and approval phases

This article describes how to manage approvers and the approval process on contracts.

Chinmayee avatar
Written by Chinmayee
Updated over a week ago

In this article:

Concept of approvals

Over the span of a contract's life, there will often be times when approval is required for it to progress to the next stage in its lifecycle. LawVu lets you create approvals and attach them to most stages.

We call these approval phases. Approval phases can be chained together to create approval workflows. Approval workflows are then applied to contracts to control the contract's progression.

Approval workflows can be created and then saved as workflow templates which allow your organization to streamline and automate the approval process by providing a ready-made framework.

What are the approval phases?

Approval phases are the building blocks of approval workflows.

Below is an example of an approval phase that an Organization Administrator added to a workflow template called 'Residential Construction.' By clicking the pencil icon, you make various edits and apply rules. Clicking the trash can icon, lets you delete the phase.

You have the option to edit the phase name, add or remove Approvers, arrange the phase order, and apply rules such as one that dictates the phase can be approved by anyone in the group or must be approved by everyone. Additionally, you can mark a phase as required or locked to prevent its removal.

Approval phases can also be created as required on individual contracts. When applying an approval phase this way, it is important to remember that the contract stage should correspond with the stage to which the approval phase is being applied and that the Approvers you wish to add must be contract members.

What are approval workflows?

Approval workflows are simply a collection of approval phases.

When a contract encounters an approval workflow, it will pause the contract and then sequentially run through each approval phase in that approval workflow.

Once all the approval phases within the approval workflow have been completed, the contract will proceed to the next stage in its lifecycle.

Below is an example approval workflow consisting of 2 approval phases that we've added to the 'draft' stage for all contracts created using the 'residential' contract type. To add a phase, click the + icon.

Approval workflows in action

What are workflow templates?

Rather than creating the approval workflows every time you create a new contract, you can create 'workflow templates' instead.

Creating workflow templates is done globally, and they can be assigned to various contract types.

Note: Only Organization Administrators can create workflow templates. You can access this feature by navigating to Settings / Contract Management / Approval workflows.

Read this article to learn how to create approval workflows from global workflow templates.

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