Enhancements

Following are the enhancements introduced in this release:

Submitters can Add Ad Hoc Approvers

You can now add ad hoc approvers to the existing approval process before submitting the request for approval. You can see the associated approval process and list of approvers when you start the process to insert, replace, delete or edit a clause. You can add one or more approvers (user, role, or queue) to the existing approval process as required.

This feature is available for Edit, Negotiate, and Negotiate plus user profiles in the OCC access mode.

Identify Offline Inserted Clause Needing Approval

OCC can now identify the clauses that need approval if you insert them offline using MS Word ( via XAC 1.0 or XAC 2.0). The clause that needs approval should go through the approval cycle. You can see a blue Clause Approval Required tag on the top left corner of the clause and in the smart data pane you can see a blue rubber stamp for that clause. If you click either the blue tag or the blue rubber stamp, you can see the associated approval process. If you cancel or undo the insertion process approval is not required.