A Better Approvals Workspace Is Coming
Set up, send, and track approvals in one place
The improved Approve workspace will give you a clearer way to build and manage approval requests. Soon, you’ll be able to review approvers, approval options, and email details in one place before sending a request. This will help reduce follow-ups, prevent access surprises, and make it easier to move contracts from review to approval.
What you’ll be able to do
Before you send
- Check everything in one view: See your approvers, approval options, and email details before the request goes out.
- Pick the right approvers: Search for people and groups who already have access to the contract, so no one gets stuck at a locked door.
- Know who’s in a group: Expand any Approval Group to see exactly who’s included.
- Set the order: Send to everyone at once, or set a sequence when approvals need to happen in order.
- Write the email your way: Edit the subject and message, and choose whether to attach the contract file.
- Decide if the document can change: Allow the document to be replaced during approval, or lock it until the request is completed or canceled.
After you send
- See where things stand: Check who has approved and who still needs to act.
- Follow every step: Track each stage of a multi-step approval.
- Review the activity: See the full history of the request in one place.
What this means for you and your team
Fewer follow-ups, no access surprises, and a faster path from review to approval.
Frequently Asked Questions
1. Why is the Approve workspace changing?
As approval workflows become more complex, it can be difficult to answer basic questions before sending a request: Who should approve? Who has access to the contract? Should approvals happen in order? What will approvers receive?
The improved workspace will bring approver selection, approval options, email details, and group information into one clear view.
2. Will I be able to add both individuals and groups?
Yes. You’ll be able to add individual approvers and Approval Groups to the same request.
3. Who will appear in the approver list?
The list will show individuals and groups who have access to the contract. An Approval Group will appear only when every member of the group has the required access.
4. Will approvals be able to happen in a specific order?
Yes. You’ll be able to send the request to everyone at the same time or set a sequence for approvals that need to happen in order.
5. Will I be able to review the members of an Approval Group?
Yes. You’ll be able to expand an Approval Group to confirm who is included before sending the request.
6. Will I be able to customize the approval email?
Yes. You’ll be able to edit the subject and message before sending. Both fields will need to contain text before the request can be sent.
7. Will I be able to include the contract file in the email?
Yes. You’ll be able to choose whether to include the contract file with the approval email. If the file is too large to send as an attachment, approvers will receive a secure link instead.
8. Will I be able to replace the contract while approval is in progress?
You’ll be able to decide whether the document can be replaced during approval. If document replacement is not allowed, the contract will remain locked until the request is completed or canceled.
9. What will happen after I send the request?
The approval workflow will become active, approvers will receive an email notification, and the Approve workspace will change to the approval tracking view. You’ll then be able to monitor approval statuses and activity.
10. Will changes to an Approval Group affect pending requests?
No. Changes to an Approval Group will apply only to future approval requests. Pending requests will not be updated automatically.
11. Do I need to do anything before the update?
No, there's nothing you need to do on your end. The new Approvals Workspace will be available automatically beginning [launch date].
Need Help?
If you have questions about the updated Approvals Workspace, contact your Customer Success Manager or reach out to support@contractsafe.com.