Hello,
We are testing using the Approver Instructions in a workflow on the fly, so we (a) add an Approver after the workflow is created and add instructions, or (b) we update the Approver instructions after the workflow is created.
Issues we are running into:
1. When we add an Approver ADHOC and add instructions, the Approver only sees the Instructions with that first notification, the instructions are not visible in the Ironclad reminder email when we have to send the Approver a reminder.
2. When we modify the instructions for an Approver, the Approver does not receive a new notification with revised instructions. We have to send a reminder to Approve, and then as stated above, the reminder does not include the instructions.
Another issue, is that I thought that an Approver had the ability to just click Approve in the Ironclad email, but we do not see that, instead we see the option to Reply to request or to Open the Contract. So the Approver, has to go into the workflow and actually click Approve and not just "reply", because if they just reply to the Ironclad email, then someone still has to go click APPROVE in the workflow.
Anyone have any tips on how they manage instructions for Approvers?
