To review and take action on an approval request sent from Conga Contracts for Salesforce, take the following steps:

  1. Open the Approval Review request email sent from Conga Contracts for Salesforce.
  2. Click on the link located in the body of the email that states: Please review the details in the following link.

  3. Log into Salesforce if you haven't already. After the Approve Changes window opens, on the left there is a list of all Approvers and clauses needing approval listed beneath their name.

    To the left of each Clause name is a status icon. A gray check mark means that action is require on a Clause. A green check mark means that the clause was approved. A blue - icon means that the clause was rejected.

    Important

    Though you can view Clauses assigned to other users, you can only take action on Clauses assigned to you.

  4. Click Approve or Reject, and in the Confirm Action window, and/or enter your comments and click Confirm to complete the review. Any comments you enter are available for anyone with system access to view. After confirming, you receive the following confirmation message: Item successfully approved (or Item successfully rejected).