Approvals

Approvals Quick Start
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...
Mon, 29 Jan, 2024 at 2:41 PM
Approval Configuration
As an administrator it is possible to make changes to how Approvals behave. Navigate to -> Configuration -> Approval -> Configuration Fig 1 -...
Mon, 29 Jan, 2024 at 2:27 PM
Creating a Contract Approval
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...
Thu, 23 Nov, 2023 at 5:03 PM
Creating a Contract Document Approval
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...
Fri, 24 Nov, 2023 at 2:52 PM
Creating a Party Approval
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...
Fri, 24 Nov, 2023 at 2:53 PM
Creating Approval Groups
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...
Fri, 23 Feb, 2018 at 12:06 PM
Approval Rules
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...
Wed, 3 Mar, 2021 at 12:20 PM
Approval Templates
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...
Mon, 29 Jan, 2024 at 2:19 PM
Managing Approvals
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. ...
Fri, 23 Feb, 2018 at 12:18 PM
Actioning Approval Requests
When an Approval request is sent out, Approvers receive the requests via email.  There are a number of ways that the User can action and Approval request: ...
Mon, 10 Jul, 2023 at 4:08 PM