A contract may require multiple approvals throughout its lifecycle due to business needs, such as clause modifications, changes in key business values, internal processes, and more. The workflow facilitates approvals as an activity, enabling users to easily preview and submit approval requests.

Administrators can configure an approval activity to enable users to preview and submit an approval and then either approve or reject an approval request. For more information on configuring approval workflow in the admin console, refer to the Workflow module in Managing Admin Console.

Workflow for Approvals activity

Prerequisite: The administrator has set up the approval workflow, and the contract is now ready for approval.

The approval workflow stage is shown in the transition bar on the contract details page. Click the Approval workflow stage to access the following two buttons:

• Preview & Submit: Click this button to go to the Approvals page, where you can preview and submit an approval process. For more information about previewing and submitting an approval request, see Working with Approvals.

  According to the criteria established by the admin for the approval activity, the workflow progresses to the next step.

• Override: You can override an approval process.