Contract Approval List

An approvals list consists of users and user groups that are defined in single or multiple sequences.

Types of approval lists

An approval list is generated for a contract in the following ways:

Dynamic approval rules in a rule set that associate certain contract conditions with an approvals list.
Default approvals list in a contract template that is used to create a contract.
Default approvals list in a contract from the Contract Editor: Approvals tab.

Note: If you require approval in all contracts, ensure to define a default contract approvals list for each contract template. You can also define dynamic approval rules for individual contracts.