"Internal approval" is a feature that allows you to specify an approver before requesting a signature. The signature request is sent out only after the approver approves. When rejecting an approval, the approver can provide comments and send the request back to the sender.
*Approvers can only be members of the same team.
1. Select "Send a Document," upload a document that requires a signature request and enter the document's information.
*Prepare Document for Requesting an E-Signature
2. Check "Add Internal Approver" button in the "People Involved" section, to open "Internal Approval" section
* The "Internal Approval" feature must be enabled via the Team Settings page in advance (only available to team owners) to see the "Add Internal Approver" button
3. Specify an approver from the "Name" drop-down list.
*Members (name, email address) from the same team will be shown in the drop-down list
*Email address will automatically be filled in when name is selected）
When the approver approves the document, a "signature request e-mail" is automatically sent to each signer.
You will receive a "Document Revision Request E-mail", which will include a comment from the approver.
*If the document itself needs to be modified, you must re-upload the file as a new document. Document files that have already been uploaded cannot be modified. Changes related to the document details, parties, metadata, field components, etc can be modified.
*If the document is rejected, the status shown in the documents list page / document details page will change to "Send", and the document usage count will not be changed.