Conga Product Documentation

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Approval Workflow Configuration

Approval Workflow Configuration is about setting up and managing the rules, steps, and settings that control how records are reviewed and approved within the system. It defines who needs to approve, under what conditions approvals are required, how notifications are sent, and how actions (such as submit, approve, reject, or recall) are handled.

This topic explains how to configure approval flows, approval rules, and supporting settings—such as entry criteria, notifications, comments, and reapproval logic—so that your organization's approval process is automated, consistent, and aligned with business policies.

  • Approval Flows – Define the sequence of reviewers and steps that a record must follow during the approval process.

  • Approval Flow Settings – Provide detailed configuration options for each flow, including entry criteria, email notifications, comment handling, and update actions.

  • Approval Rules – Define the decision logic that drives approvals, such as the conditions that trigger them and the policies (unanimous, majority, percent, quorum) that determine outcomes.

Note: When configuring email service, disable outbound rules on your mail server that might drop an original email.