Bulk Approval Update


When you switch on the Approvals feature, existing records will have an approval status of “Pending”. You may wish to move some or all of your existing records into the “Approved” status, this can be achieved by using the Bulk Approval feature.  You must be an Administrator to complete this step. 


  • Navigate to the correct Summary screen.  For Contract Documents you must navigate to the Contract Document tab in the Contract record.
  • As you have now switched on Approvals you will now have the column “Approval Status”. This column will show the current approval status of your contracts.  If you do not see the 'Approval Status' column then this can be added to the summary screen by editing the view. Click here for information about editing views.


Fig 1 - Contract Bulk Approve option

Fig 2 - Party Bulk Approval option

Fig 3 - Contract Document Bulk Approve option


  • Use the select box to select each record that you wish to set to “Approved”
  • Click on [Edit Selected] and choose 'Bulk Approve'
  • Add a note to give the reason why the record was approved, this note will be added to each records Approval record. click [Next]

Fig 4 - Update Note

  • You will receive a message “You are about to approve 'x' records. Do you wish to continue?”. Click [OK]
  • After a short time the process will complete and your selected records will be shown as Approved.
  • An Approval transaction on each record will be created for this action


Fig 4 - Bulk Approved Contracts


Bulk Update Approve status back to Pending


There may be a circumstance where you are required to update multiple records Approval status back to Pending in order to send out Approval again, this may be because the Approval was given in error or that the Approval Route has now changed and Approval is requested again.


  • Using the select box to select each record that you wish to reset back to “Pending”
  • Click on [Edit Selected] and choose 'Update Approval Status to Pending'
  • Add a note to give the reason why the Approval was reset, this note will be added to each records Approval record. click [Next]
  • You will receive a message “You are about to approve 'x' records. Do you wish to continue?”. Click [OK]
  • After a short time the process will complete and your selected records status will be shown as "Pending"
  • An Approval transaction on each record will be created for this action


Bulk Update Contract Document Approval status via the Library


You can mass update the status of multiple Contract Documents across multiple Contract records by using the Bulk Update feature via the Library.

  • Click on the Contract Documents folder in the Library
  • The Approval status will be presented in the grid - if the Approval status is not displayed then adjust the view to include the Approval status


Fig 5- Approval Status in the Library


  • Tick the checkbox of each Contract Document that requires the status updated and use the orange [Edit Selected] button to mass update to the required value.


 Fig 6 - Bulk update Approval Status