Set up approval workflows
Decide who has to approve things like big contracts before they go ahead.
Open Approval Workflows
Go to Approval Workflows. The Approval Requests tab shows everything currently waiting for sign-off, with a count of pending, approved, and rejected items.
Handle a pending request
Open any pending request and tap Approve or Reject. You can add a note explaining your decision so there's a clear trail.
Open Workflow Configuration
Switch to the Workflow Configuration tab to set the rules — for example, contracts above a certain value must be approved before they go out.
Create a workflow
Tap Create Workflow, give it a name, choose what triggers it (like a value range), and add who approves at each step. Save it and it starts working straight away.