Handling Pending Contract Actions

Last updated: January 30, 2026

The "Assigned To" feature in SpotDraft is a powerful way to manage pending actions on your contracts. It lets you quickly identify which contracts are awaiting specific tasks, like drafting, reviewing, signing, or approval.

Understanding SpotDraft User Roles:

  • Business User: The owner of the contract, responsible for actions and notifications related to it.

  • Legal User: The person responsible for reviewing the contract.

  • Assigned To: Indicates the person or team currently responsible for a specific task on the contract.

How to Use the "Assigned To" Feature:

  1. Open the Filters Menu: Click the "Filters" icon next to the search bar in your SpotDraft repository.

  2. Select "Contract Users" Filter: Choose "Contract Users" from the filter dropdown menu.

  3. Select User Type: Select either "Business User", "Legal User", or "Assigned To."

  4. Choose User or Team: From the dropdown menu, select the specific user or team you want to see contracts for.

  5. View Results: The repository will display contracts with pending actions associated with the selected user or team.

Finding Contracts Assigned to You:

  • Click "Assigned to Me": In your repository grid view, check the box labeled "Assigned to Me." This will show you all contracts where a pending action is assigned to you.

Taking Action on Pending Tasks:

  1. Click on the Contract: Select the contract you need to work on.

  2. Go to the Contract Status: On the left side of the contract summary page, you'll see the "Contract Status" window.

  3. Take Action: Complete the required action item based on the contract's status. For example:

    • Drafting: Complete the drafting process.

    • Review: Approve or make edits.

    • Signing: Send the contract for e-signature.

Important Tips:

  • Keep It Up-to-Date: Completing actions on contracts will remove them from the "Assigned To" list.

  • Clear Visibility: Using "Assigned To" gives you an overview of who is responsible for what tasks, making it easy to track progress and follow up.