This section describes status categories and associated statuses. The workflow stage name refers to the stage name displayed in the lifecycle transition bar for a contract based on the status category and status combination.
Import
This status category indicates that an offline document is imported to CLM.
| Status | Workflow Stage Name | Description |
|---|
| Review |
Note
This status category is currently not displayed in the lifecycle transition bar.
| Contract ready for a review of extracted clauses and fields |
Request
This status category indicates that the contract is in the Request stage.
| Status | Workflow Stage Name | Description |
|---|
| Request | In Draft | New request |
| In Amendment | In Draft | Contract being amended |
| In Renewal | In Draft | Contract being renewed |
In Authoring
This status category indicates that the contract is in the Authoring stage.
| Status | Workflow Stage Name | Description |
|---|
| Author Contract | In Review | Contract being authored |
| In Amendment | In Review | Contract being amended |
| Other Party Review | In Review | Contract is being reviewed by another party |
In Signatures
This status category indicates that the contract is in the Signatures stage.
| Status | Workflow Stage Name | Description |
|---|
| Other Party Signatures | In Signatures | Contract sent for other party signatures |
| Ready for Signatures | In Signatures | Contract ready for internal or other party signatures |
| Fully Signed | In Signatures | Contract is fully signed and ready for activation. |
| Signature Declined | In Signatures | Signature is declined |
In Filing
This status category indicates that the contract is in the Filing stage.
| Status | Workflow Stage Name | Description |
|---|
| Activated |
Note
This status category is currently not displayed in the lifecycle transition bar.
| Contract created with an executed document |
In Effect
This status category indicates that the contract is in the Effect stage.
| Status | Workflow Stage Name | Description |
|---|
| Activated | In Effect | Active contract |
| Being Amended | In Effect | Contract is in the amendment process |
| Being Renewed | In Effect | Contract is in the renewal process |
| Superseded | In Effect | Contract is superseded |
| Being Terminated | In Effect | Contract is in the termination process |
Expired
This status category indicates that the contract is in the Expired stage.
| Status | Workflow Stage Name | Description |
|---|
| Expired | Expired | Contract has expired |
Terminated
This status category indicates that the contract is in the Terminated stage.
| Status | Workflow Stage Name | Description |
|---|
| Terminated | Terminated | Contract is terminated |
Amended
This status category indicates that the contract is in the Amended stage.
| Status | Workflow Stage Name | Description |
|---|
| Superseded | Amended | Contract is superseded |
Renewed
This status category indicates that the contract is in the Renewed stage.
| Status | Workflow Stage Name | Description |
|---|
| Superseded |
Note
This status category is currently not displayed in the lifecycle transition bar.
| Contract is superseded |
Cancelled
This status category indicates that the contract is in the Cancelled stage.
| Status | Workflow Stage Name | Description |
|---|
| Cancelled | Cancelled | Contract is cancelled |
