Objective

Initiate approval of a contract draft.

Requirements

You have the right to initiate the approval process. At least one contract must be available.

Step:

1. Click the contract you want to initiate the approval process for.

2. Click the Initiate approval button on the Contracts tab.

The Initiate approval dialog box appears.

3. In the Comment input field, enter job instructions for the approver.

4. Under Check steps, indicate which individuals or groups should check for approval.

Optional: Click Mandatory to prevent users from being able to skip the check step.

By default, the Management group is set to mandatory.

5. Click OK.

Result

An approval workflow is started and appears in the Tasks area of the specified approver.

The contract folder is moved to the Approved folder in the repository and shown in a yellow font.