You can cancel a clause approval request that has been sent for approval. You can also cancel a clause approval request that has been approved by one or more approvers from the list of approvers. After you cancel the clause approval request, you can modify, swap with an alternate clause, delete the clause text or smart fields, or edit the submitted clause. You can also submit the same clause for approval after you have canceled the clause approval request. You cannot cancel a clause approval request that has been recalled or rejected, or that all approvers have approved. 

For a canceled clause approval request, an Undo Change button is available which reverts all the actions on the clause and unlocks it so that it is available for editing or swapping, or deleting. 

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

Prerequisites

Restriction

You cannot cancel a clause that is either recalled or rejected or that all approvers have approved. 

To cancel a clause approval request

  1. Open the document and look for the clause you sent for approval.
  2. Hover over the clause or click the clause and look for Clause Locked-Pending Approval () tag.
  3. Click the Clause Locked-Pending Approval () tag.
    The right pane opens, showing the status of the clause and the approval details.
    or
    Click the Smart data tab. Click the Clauses tab and look for your clause. Click the yellow rubber stamp () icon. The right pane opens, showing the status of the clause and the approval details.

  4. Click Cancel.

After you cancel a clause approval request, an Undo change button appears. You can click this button to revert all the actions on the clause and unlock it so that it is available for editing or swapping or deleting.