Information

You would like to initiate the approval process for a contract. Approval can be initiated during any phase. During approval, all involved parties can make changes to the contract.

Method

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

2. On the Contract tab, click Initiate approval.

3. In the Initiate approval dialog box, fill out the fields as required.

Check steps: Enter the check steps. To prevent users from being able to skip a check step, check the box next to Mandatory. As a result, the following check steps cannot remove the step.

Result

An approval workflow is started and is sent to the specified approver(s).

When the approval workflow is still pending, the contract has the status I - Approval initiated. After the approval workflow is completed, the contract has the status A - Approved. The contract file is shown in a yellow font.