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• Review and Approval of the contract

Steps

After drafting and collaborating on a contract and once your contract is ready, it can be moved now to the Approval Center to be approved. Make sure to change the status to Under Approval.

The Approval center can be configured by default by based on different business criteria and contract types from the system settings. 

In However, approvers can be added manually by users from the Approval Center tab , the user can add approvers from the add approvers buttonwithin each contract.

You When adding a new approver, you have two mandatory fields: Label and approval Order.

• Label: Select the Approval label 
• Approvers: You can select users, collaborators, or contacts which Persons who are authorized to approve the this specific Contract with contract with Approval Orders.
• Users Groups  Specify Groups: Specify User Group(s) which are authorized to approve the specific Contract with Approval Orders.
• Select if manger this approver is the manager of the requester or not 
• You can also select the board member and the shareholder required from your contract party.
• Approval Order

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From the Approval Center, you The approvers can show summary: enter the summary and press on save, open contract: a summary, open the contract to approve, send an email directly to a specific person with the contract attached, access and view the approvers.

The approvers can also start the a negotiation, and approve or reject the contract. 

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You have also a section for the approval history, where you can see the action actions done, the changes, the date and time, and comments. You And you can from the action wheel export them these details to excel.

For more information about App4Legal, kindly reach out to us at help@app4legal.com.

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