Approve a contract

The person with the Contract Approver role will receive a notification when an agreement is ready for approval.

You can find the agreement on the dashboard or follow the link you received in the email.

You can click the action button, and it will give you several options:

• Approve: Clicking this will send the agreement for signing.
• Cancel: This will cancel the agreement, and you can optionally delete it.
• Reject: If there is an error, you can reject the agreement. You must leave a comment, and it will be sent back to the creator for correction.
• Recall: If something is discovered that requires you to recall the agreement after it has been sent for signing, choose this option.

You can also click the link button in the column title. This will take you to a preview of the agreement, where you can review various details before deciding whether to approve or reject it.

If the wrong signatories have been chosen, you can change them.

You can also approve the agreement.

At the top of the page, you’ll see various options for the agreement.

History shows the status of the agreement and allows you to track it until it is signed by both parties.

Once the agreement is approved, you also have the option to send a reminder for signing via the action button on the agreement in the dashboard.