Bulk Approval
If you have existing contracts and switch on the Approvals feature, all the existing contracts will have an approval status of “Pending”. You may want to move some or all of your existing contracts 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: Contract Summary screen
Fig 1 - Bulk Approve option
- Select the view “All Contracts”. 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
- Use the select box to select each contract that you wish to set to “Approved”
- Click on [Edit Selected] and choose 'Bulk Approve'
- Add a note to give the reason why the contract was approved, this note will be added to each contracts Approval record. click [Next]
Fig 2 - Update Note
- You will receive a message “You are about to approve 'x' contracts. Do you wish to continue?”. Click [OK]
- After a short time the process will complete and your selected contracts will be shown as approved.
- An Approval transaction record will be created for this action
Fig 3 - Bulk Approved Contracts
Bulk Update Approve status back to Pending
There may be a circumstance where you are required to update multiple contracts 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 contract 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 contract was reset, this note will be added to each contracts Approval record. click [Next]
- You will receive a message “You are about to approve x contracts. Do you wish to continue?”. Click [OK]
- After a short time the process will complete and your selected contracts status will be shown as "Pending"
- An Approval transaction record will be created for this action