Approval Workflow Settings can be found in Practice Settings under the Manage Team section.
Firstly, toggle ON ‘Enable Workflow Approvals, and then add the user roles who can approve new proposals and documents.
Any role type that you don’t add here will need to have their proposal or document internally reviewed before it's sent to the client. This will usually be the account ‘owner’ and ‘admin’ roles.
Select the person in your team who will be the ‘default reviewer’.
This will the be the user that's selected by default by the software, to approve the document. The document creator can always pick another user if needed, before submitting the document for review.
Workflow for a Non Reviewer/Approver
Once this setting has been turned on. Any users that aren't listed as a Reviewer/ Approver in the box above, will have a view like this:
Rather than sending the proposal directly to a client, they will be able to pick the reviewer and then 'Request Review' and this will change the status of the document to 'In Review'.
Workflow for a Reviewer/Approver
As a reviewer, you will receive a notification in your notification bar on the top right to approve the document. From here you can click the notification and you'll be taken directly to the proposal to approve.
You'll also receive an email, from which you can click the link and you'll also be directed straight to the proposal to review:
Send for Approval
If the proposal is ready to send, simply click 'Send for Approval' to share the proposal with the client via email from Socket, or 'Share Via Link' to copy the proposal URL and send by other means.
Requesting Changes as a Reviewer
If the proposal needs changing, you can send it to any team member to request the required changes.
Select the 'Request Changes' box
Then chose the team member you want to make the changes and add any notes to assist them.
This will then notify the team member selected and change the status back to 'Draft'.