Send the contract for approval
You can send a contract that is in Draft state for approval.
Before you begin
Role required: admin, contract_manager(core UI and Hardware Asset Workspace only), sn_eam.enterprise_admin (Enterprise Asset Workspace only), or sn_eam.enterprise_asset_manager (Enterprise Asset Workspace only)
Procedure
Open the list of contracts that are used across your deployment.
- If you are using the core UI, navigate to Contract > Contracts > All.
- If you are using the Hardware Asset Workspace, open the Contract management view and then select the All contracts tab.
- If you are using the Enterprise Asset Workspace, open the Contract and lease management view and then select the All contracts tab.
- Select a contract in the Draft state and Awaiting Review substate.
Select an Approver for the contract.
Click Submit For Review.
An email message is sent to the selected approver and the contract Substate changes to Under Review.
Approve or reject a contract
If you are the contract manager, you can approve or reject a contract.- View approval history on contracts
You can view the approval history for a contract in the Approval History related list on the Contract form.
Parent Topic:Contracts
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