Approvals
The Approval Activity screen provides the User with information about the current Approval request and the tools to process it. The Approval Configurati...
Wed, 8 Jan, 2025 at 4:02 PM
As an Administrator it is possible to make changes to how Approvals behave. Navigate to -> Configuration -> Approval -> Configuration The ...
Fri, 10 Jan, 2025 at 4:32 PM
When the Approvals feature is switched on for the first time then all Contracts are set to have a default Approval status of "Pending", you may wi...
Wed, 8 Jan, 2025 at 4:16 PM
Contract Document records can be sent out for Approval on an individual basis and independent from its associated Contract. As the Approval request sent wi...
Wed, 8 Jan, 2025 at 4:12 PM
When the Approvals feature is switched on for the first time then all Party records are set to have a default Approval status of "Pending", you ma...
Wed, 8 Jan, 2025 at 4:13 PM
You are able to add multiple Users to an Person Group. You can include an Person Group as part of your Approval Rule/Route and have as many Groups as requir...
Wed, 8 Jan, 2025 at 4:13 PM
Approval Rules are based first on the entity Type (Contract, Contract Document, Party) and then optional Criteria can be added using any field within that e...
Wed, 8 Jan, 2025 at 3:21 PM
To action an Approval request, Users do not have to log into their intelligentcontract account in order to do so, a pre-portal page can be activated to prov...
Wed, 8 Jan, 2025 at 4:15 PM
Whilst an Approval request is [In Progress] then there may be a requirement to alter some Approval details such as the Approval Route, Approvers, Groups etc...
Wed, 8 Jan, 2025 at 3:34 PM
There are several views within the Approval feature that you can use to easily find specific Approval request records. The 'All Approvals' ...
Thu, 9 Jan, 2025 at 11:01 AM