intelligentcontract

In order to get started with Approvals as quickly as possible, this article will explain how approvals work in overview, Ideas for how to use approval...

The Approval Activity screen provides the User with information about the current Approval request and the tools to process it. The Approval Configurati...

As an administrator it is possible to make changes to how Approvals behave. Navigate to -> Configuration -> Approval -> Configuration Fig 1 -...

Once all your Approval Configuration, Security Groups and Approval Rules have been set up then you are ready to start sending out your Contracts for Approva...

Contract Document records can be sent out for Approval on an individual basis. Open the related Contract and go to the Documents tab, Click on the Docum...

Party (or Company if not renamed) records can be sent out for Approval. Open a Party record, the record will have a sub tab called 'Approvals'an...

You are able to add one or more users to an Approval Group. You can include an Approval Group as part of your Approval route and have as many Approval Group...

You are, optionally, able to set up Approval rules. Approval rules can be created based on a contract type (e.g. Legal, Procurement) and value (e.g. more th...

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...

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. ...