How to automatically approve documents and contracts ?

To save time and avoid sending your contracts manually, you can automate the process. Once set up, every contract you create will be automatically sent.

Here's how to set it up:

Go to your account settings ⚙️ → Documents → Settings.
Select the option Automatically approve documents and contracts
Click Save at the bottom center of your screen.



Every time you create a contract from the New contract menu, it will be sent automatically the user as soon as you press Save.


For more details on how to create a contract, please refer to our guide on how to create a contract.

Updated on: 27/03/2025