Contract Approval Sequence

Example - contract owner review followed by optional selection of a specific approver

You can set up the sequence in which parties are to review and approve the contract before it is sent for signatures.

Select the “Add Sequential Approval” option.

Enter a name for the first approval sequence.

Click the “Add” button. Then, select the approver from the drop-down menu. This could be any of the teams that you created using the steps outlined earlier, such as, for example, the legal team.

Click on the “Settings” icon to enable permissions for the approver to perform certain tasks in the approval process.

Check the boxes corresponding with the permissions you wish to grant and click on the “Done” button. Hovering over the information icon will provide a further description of each setting:

When you have added all steps in the approval sequence, click on the “Save” button.

Your workflow has now been created and is ready to use.