Approval steps allow you to create a step in your approval process where Approvers are assigned to review the clauses you select for them. To add or edit an approval step that assigns an approver to a Clause, take the following steps:

  1. In the Conga Contracts for Salesforce application, go to Clause Library in the top navigation menu, and click Clauses.
  2. Select a Clause.
  3. Click the Related tab.
  4. If applicable, Click New Configuration or select an existing Clause Configuration from the dropdown menu on the upper right to add a Clause Configuration. 
  5. Under the Approval Steps related list, click Add Approval Step or Edit Approval Step.

  6. Click the + icon beside the name of the approver you want to add to this step. The selection is confirmed when the + icon changes into a green checkmark. The name is also added to the Selected Approvers section. You can select a single or multiple approvers. 

    The sort order of the approvers determines the serial approver flow.

  7. Click Save.

You can now send the clause for approval after completing the redlining process. Each selected Approver receives an email with a link to the Approval window which allows them access to review, approve, add comments, or reject changes made to this clause.