Groups and approval rules
Groups
Under Settings, Groups, click New group, give it a name such as Legal reviewers or Finance approvers, tick its members and save. When an approval step goes to a group, every member is asked and the first to act decides; their name is recorded on the decision. Change membership here when people join, leave or go on holiday, instead of editing every rule.
Approval rules
Under Settings, Approval rules, each rule names a step and who approves it, with optional conditions:
| Condition | Example |
|---|---|
| Contract type | Only employment contracts |
| Minimum value | Only contracts above SAR 500,000 |
| Minimum AI risk | Only contracts the AI review rates medium or high |
The approver is a person or a group. When a contract is submitted for approval, every rule whose conditions match adds a step, in step order. A new workspace starts with one rule: an admin approves everything.
A typical setup: step 1, Legal reviewers for every contract; step 2, Finance approvers above SAR 500,000; step 3, the chief executive above SAR 1,000,000.
Two safeguards apply automatically: a contract with unresolved tracked changes cannot be submitted, and returning a contract to draft cancels its pending approvals, with the reason recorded.