Objectives
- Review
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- , Negotiate, Approve. or Reject a contract
Environment
- Contracts Module
Additional Information
- How to add Approvers
- Access the approval history
Procedure
Steps
Once your contract is ready, it can be moved to the Approval Center to be approved.
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Make sure the "to be approved" status of the contract document is set to "yes" from the Attachments tab. |
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The Approval Center can be configured based on your |
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business criteria and contract types |
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. Learn more here. |
In the Approval Center tab, the user can add approvers from the add approvers button.
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- Label: Select the Approval label
- Approvers: You can select users, collaborators or contacts which are authorized to approve the specific Contract with Approval Orders.
- Users Groups Specify User Group(s) which are authorized to approve the specific Contract with Approval Orders.
- Select if manger of requester or not
- Approval Order
However, admins can manually add and edit approvers from the Approval Center tab within each contract.
When adding a new approver, you have the flexibility to:
1. Set the Approval Order effortlessly by clicking on the checkbox.
2. Choose the Approver Type, defining the category of individuals authorized to approve the contract. This can include Users, Collaborators, User Groups, Roles, Requesters etc...
3. Specify the Label/Summary for each approver.
4. Add multiple approver orders and include several approvers within a single order.
Approvers can belong to various categories:
1. Users: Licensed users actively using Contra can directly approve within Lexzur.
2. User Groups: This encompasses groups where any member has permission to approve.
3. Collaborators: Stakeholders associated with the contract, having access to it through the client portal for approval.
4. Roles: Roles can be defined based on client portal users, managers, and job titles. Learn how to configure roles here.
5. Assignee: The designated assignee of the contract holds approval authority.
6. Requester: Reflects the name of the requester directly. If external, the requester should have a collaborator license for approval.
7. Board Members and Shareholders: This identifies individuals related to board members and shareholders of the parties involved. However, this requires a collaborator license, and approval will be conducted from the client portal.
The approvers will receive an email notification with the necessary details when it is their turn to approve the contract. They can Approve/Reject directly from the received email.
Each approver has the option to view the summary, open the contract/document for review, send an The approvers can show summary: enter the summary and press on save, open contract: open the contract to approve, send email directly to a specific person with the contract/document attached, access and resend the approversapproval email.
The approvers can also start a negotiation.
In Negotiations, you can mention other users, forward the negotiation, approve or reject the contract.
and complete it once done. The related users will be notified and can access the negotiation page and respond.
When an approver rejects a contract, it will be listed as awaiting revision until the approver approves it.
Once approved, the second approval will receive a notification to proceed with the approval process.
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
Thank you!You have also a section for the approval history, you can see the action done the changes, the date and time and comments. You can from the action wheel export them to excel.
