Approvals

Approvals Quick Start
Applicable Plans: Enterprise In order to get started with Contract Approvals as quickly as possible, this article will explain how approvals work in ove...
Thu, 22 Mar, 2018 at 2:44 PM
Activating Approvals
As an administrator of your account you have access to the Approval set up options.  In new accounts Approvals are switched off by default. Fig 1 - Con...
Fri, 23 Feb, 2018 at 11:35 AM
Approval Configuration
As an administrator it is possible to make changes to how Approvals behave. Navigate to -> Configuration -> Approval -> Configuration Fig 1 -...
Thu, 22 Mar, 2018 at 2:47 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...
Fri, 23 Feb, 2018 at 2:33 PM
Approval Templates
To action an Approval requests, users do not have to log into their intelligentcontract account in order to do so, a preportal page can be activated to prov...
Wed, 21 Feb, 2018 at 3:27 PM
Creating an 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...
Fri, 23 Feb, 2018 at 12:15 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 a a number of ways that the User can action and Approval request: ...
Fri, 23 Feb, 2018 at 12:26 PM
Actioning Approval Requests via Email
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 ...
Thu, 22 Mar, 2018 at 2:55 PM