intelligentcontract

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   The ...

When the Approvals feature is switched on for the first time then all Contracts are set to have a default Approval status of "Pending", you may wi...

Contract Document records can be sent out for Approval on an individual basis and independent from its associated Contract.  As the Approval request sent wi...

When the Approvals feature is switched on for the first time then all Party records are set to have a default Approval status of "Pending", you ma...

You are able to add multiple Users to an Person Group. You can include an Person Group as part of your Approval Rule/Route and have as many Groups as requir...

Approval Rules are based first on the entity Type (Contract, Contract Document, Party) and then optional Criteria can be added using any field within that e...

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...

There are several views within the Approval feature that you can use to easily find specific Approval request records. The 'All Approvals' ...