Approval Chains

An Approval Chain is an ordered set of internal decisions required before a Matter can move forward. Chains can be selected manually or triggered by facts such as contract value, agreement type, nonstandard liability, or a Playbook exception.

How routing works

Each stage can contain one approver or an approval group. Stages run in order. Within a group, the Workspace Admin can require one decision or unanimous approval. Redline records the request, supporting note, decision, and timestamp in the Matter.

Request approval

From the Matter, select Request approval. Redline recommends a chain from the agreement type and current terms. Confirm the chain and summarize the decision needed.

Attach the right version

Choose the document version the approvers should review. The request remains linked to that version even if negotiation continues.

Track each stage

The Matter status shows the current approver and due date. Reminders are sent automatically. Editors can add context without restarting the chain.

Respond to the decision

An approval advances the request. A rejection returns it to the Matter owner with the approver’s required changes. Submit a new request after revising the contract.

Info:

In version 4.1, approvers can delegate a stage for a defined period. An out-of-office rule can also reroute new requests while preserving the original chain record.

Approval does not send a document for signature. After all required stages pass, use your configured e-signature integration and store the returned file as the Executed Copy.