Peer Review Approval Flow

Published on February 10, 2026 DRTE

In this video, we demonstrate how DRTE handles complex multi-role workflows—like internal legal reviews—entirely within Salesforce.

Watch as we set up a sequential workflow where:

• Our internal reviewer (Rahul) approves the legal language.
• Our vendor (Tom) only receives the signature request AFTER approval.
• 100% Native. No connected apps. Total security.

Knowledge Article Number: KA-00148