Task guide
Document approval
Send a draft for approval along the firm's route, and understand why nothing leaves the firm until the version asked for is approved.
Routes
The firm keeps one approval route per kind of document per kind of matter, so a pleading in a suit and a client letter in a conveyance can take different paths. Each step names a person, the matter's responsible partner, or anyone holding a permission. Routes are kept under Settings, Approval routes.
Ask for approval
- Open the document and choose Request approval on the version you want approved.
- The approval takes its own copy of the route, so a later change to the route never rewrites a decision in progress.
- Each approver in turn is told and finds the request under Approvals, Waiting on me.
Decide
Approve, or refuse with a reason. A refusal without a reason is not accepted, and nobody approves their own draft unless the firm has said otherwise.
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Read next
- Templates and document generationKeep the firm's Word templates, draft from them with the matter's details filled in, and file the result on the matter automatically.
- Request an electronic signatureSend one version of a document to be signed in order, follow each signatory, and receive the signed version and its certificate on the matter.
- Upload documents and keep their versionsFile documents on a matter, understand the scan that runs before anyone can open them, and work with versions and locks.