Send and receive approval for contract records
Selecting your approval sequence
Each contract creation or variation has an approval process that has been configured in your approval sequence settings.
Each contract creation or variation has an approval process that is captured within Cotiss. Approvers can be selected from the pre-defined approval sequences. Once a sequence is selected, you will be able to select which user from each bucket are required to approve this contract.
The numbering next to each item will determine the order that approvals are required. If optional, an approver does not need to be selected.
Your approval request can be sent with a note. When submitted, the approvers will receive an email notification indication they have an approval for review.
Approvals lifecycle
In order for a contract to be published, all approval steps must be approved. Each approval goes through the following lifecycle:
- Pending Approval: The contract draft or variation has been sent for approval
- Approved: The approver has accepted their approval
- Rejected: The approver has rejected their approval
Approvers have the option to either approve or reject the contract with comments, if an approval is rejected, it will have to be re-requested before being re-approved to ensure updates are made.
If any approver in the sequence rejects their approval, all previous approvals will have to be re-sent.
Re-sending a rejected approval
If any one of the approvals is rejected, the whole draft/variation will be rejected. This will invalidate all other approvals that have been sent out.
If rejected, you will be able to view feedback and re-send it out for approval, after changes if any are necessary.