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Features Request: Disabling actions in the Review Step to prevent missteps by Workflow Owners (Sales

Laurel_Palluzi

- Disable Update Documents button for Workflow Owners other than to add a net new document. Documents are exchanged at different rates and Legal will use the Share Document button so Sales doesn't send in process versions accidentally since there is currently no way to indicate that one document is approved but another is not.

- A better way would be if there was a green "Approved" and a red "Not Approved" next to each document to solve the above^ that shows up in the Update Document / Download / Share Documents for Sales.

- DO NOT DISTRIBUTE Watermark for documents that shows when a document hasn't been approved to send

- Disable 'Edit Info' button (hide it) for Workflow Owner

cc @Chrissie_Jones

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Comments

David_Wieseneck

Love a lot of what you have here.

Ive always thought there should be a Collaborate (Redline/Negotiate) step in-between Create & Review (Approve). This way we can redline and only move to approval when we have a final draft.

My biggest pet peeve is approving something only to be told I need to approve again because a small change was made. I want to be looped in for approval only when we have a final (really final) draft.

Thoughts?

Laurel_Palluzi

Agreed @David_Wieseneck!

I'll lay out what we are dealing with. We have a multi-document Master Agreement, where a customer may have a standard agreement, product addenda + privacy addenda. Everything is a document.

Because customer counsel might have different parties reviewing different documents (for example, commercial counsel reviews the main documents, but privacy counsel reviews the privacy documents), the documents do not 'turn' in an even all or nothing fashion. It would be great to find a way to signal to Sales - "hey, send this document, but don't touch the rest." Same goes on our end if we have 5 documents and 4 are ready to send but one is not. I might want them to send the 4 documents now.

Sadly, there is not way to handle this from an approval rule perspective. (And, yes, I agree the approval rules need a lot of work -- see one of my prior feature requests about being able to remove approvers or disable the functionality when needed).

David_Wieseneck

Yeah, I feel you!

Any you don't want to split those docs into separate workflows... that would bring in a bunch of other issues.