Feature available to administrators and managers only.
An approval workflow can be configured:
Before sending to the counterparty
Before sending for signature
Find contracts to approve
Access contracts pending approval from:
The Homepage, in the To do section
The Negotiation tab, by filtering by status
Approve the contract
Click Approve
Add a note (optional)
Confirm
Once approved, the contract is automatically:
Sent to the counterparty, or
Sent for signature,
depending on the step defined in the contract type automations.
Reject the contract
Reject the contract if changes are required.
Click Reject
Add a note to explain your decision
The rejection note is visible:
In the tracker
In the activity feed
In the notification email sent to the requester
Confirm
When a contract is rejected:
The approval workflow is interrupted
The contract changes to the status rejected for sending or rejected for signature, depending on the configured step
The requester is notified
After a rejection, document editing is blocked on the current version. To make changes, you must create a new version of the document.
Edit the contract during approval
Edit before sending to the counterparty
If the approval workflow takes place before sending to the counterparty and the contract has not yet been sent, click Revise to edit it before approving.
Reject before editing if the workflow is before signature
If an approval workflow is configured before signature and you need to edit the contract:
First, reject the contract
Create a new version of the document
Make the necessary changes on this new version
Then relaunch a new approval workflow
A contract submitted for approval before signature cannot be edited until it has been rejected. After the rejection, editing remains blocked on the current version: you must create a new version of the document to make changes.