Conga Product Documentation

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Best Practice for Managing Approval Processes

  • Regularly review and retire outdated approval flows.
  • Keep approver roles, queues, and assignments aligned with org structure changes.
  • Document flow logic, criteria, and dependencies for audit and reference.
  • Use approval history data to analyze turnaround times and identify improvement areas.
  • Ensure audit compliance using Approval History and reporting dashboards.
  • For more information on how to create and manage approval processes, see Approvals.
  • Approvals for Administrators, see Approvals.