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Approvals for Advantage Platform

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)Conga CopilotCPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTest AuthorTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

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Approvals for Advantage Platform

My Approvals

Reassigning an Approval Request

You can reassign an approval step assigned to you to another user, queue (user group), or user role. This can be done from the My Approvals dashboard. The object awaiting approval must be in a pending-approval status, and the selected approval step should be in the assigned or reassigned state.
Note: For non-admin users, reassignment to a role works only if it is mapped to the AdminPermissions named "User". For more details about role management, see Creating Roles.
  1. Access the My Approvals dashboard.
  2. Select the approval request you will reassign.
  3. Click the Reassign hyperlink above the Approval Notes table.
  4. Enter the approver type, approver name, and any additional comments concerning the reassignment you want to make.


  5. Click Save.

The reassigned approver is notified and can approve, reject, or reassign a request from the integrated Conga product or the email notification.

User Guide
Approvals

December 15, 2025