An approver route is a sequence of internal reviewers who must approve a document before or after it's sent to the recipient for signature. Approvers are notified in sequence — each person receives a review request only after the previous approver completes theirs. You can add up to 11 approvers to a single route.
Before you begin
The document must already be added to a document group before you can configure an approver route. Refer to Add a document.
Add approvers to a document
Go to Documents > Document Management.
Select the document group that contains the document.
In the Documents panel, find the document and click Document Details.
In the Approver Route section, click Add.
From the dropdown, select the Approver Type and complete the required fields.
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See Approver types for descriptions of each option.
Repeat to add additional approvers.
Optional: Drag approvers up or down to reorder them. Approvers are notified in the order they appear in the list.
Click Save.
Approver types
Type | Description |
|---|---|
Recipient | The user who the document is intended for. |
Manager | The recipient's direct manager, resolved automatically from the org chart. No additional selection is required. |
Person in Role on Teams | A person who holds a specific role on the recipient's team — for example, Director of Sales. Select the role name; the system resolves the person dynamically based on the recipient's team assignment at the time of sending. |
Custom Approver | A specific named person. Select the person from the list. Use this type when the approver is the same regardless of the recipient's team or reporting structure. |
Replace an in-flight approver
If an approver is unavailable after a document has already been sent, you can replace them on a per-document basis. There is no bulk replace option — you must update each sent document individually.
In the Document Recipients grid, find the recipient whose document is pending approval.
Click the info icon or the menu ⋮ > View Signing Status.
In the Approvers section of the status modal, find the approver you want to replace.
Click Replace Approver next to their name.
Select the replacement approver and click Confirm.
Note
Replacing an approver on one recipient's document does not affect any other recipients' documents in the same group.