When an Approval request is sent out then the concerned Approvers will receive notification via email that an Approval is required. The email will contain basic information regarding the Contract and can choose to review the contract further by optionally pressing the [Review] button.
Fig 1 - Approval request email
Dependant on your Approval Configuration settings 3 things may happen when the [Review] button is pressed:
1. User will be logged straight into their intelligentcontract account open at the Contract and they can use the options on the top right to either [Approve] or [Reject] the Approval request
2. User will be sent to a pre-portal area where more details of the Contract will be provided along with the options to [Approve], [Reject] or [Full Review] the approval request.
If [Full Review] is pressed they will be required to enter their User name and password and then will be logged straight into their intelligentcontract account open at the Contract and they can use the options on the top right to either [Approve] or [Reject] the Approval request.
3. User will be prompted to enter their User name and password and then will be sent to a pre-portal area where more details of the Contract will be provided along with the options to [Approve], [Reject] or [Full Review] the approval request.
If [Full Review] is pressed then the user will be logged straight into their intelligentcontract account open at the Contract and they can use the options on the top right to either [Approve] or [Reject] the Approval request.
Fig 2 - Preportal screen
TIP: The user can view the Approval Route by clicking on the cog icon
- Click [Approve] / [Reject] to process
- The status of the Contract Approval will be updated accordingly
- An Approval transaction record is created for this action
- If Approved the current Approver will receive email confirmation of their action and the next Approver will receive email notification that their Approval is required for the contract
- If Rejected, then the current Approver will receive email confirmation of their action and all previous Approvers will receive email notification
- The Submitter will receive email notification that this Approver has actioned the request
Fig 3 - Approval transaction email
Note: Approval requests are subject to Security, if you have been assigned an Approval and when actioned you receive a Forbidden message, this will be because you do not have the correct Security credentials to view the record and approve. Please contact your Administrator to adjust you Security access.