Creating Ad-Hoc Approvals

At any point before a contract moves to the Signing stage, a Business User can create an Ad-Hoc approval for a second set of eyes on the contract.

Step 1:

Open the contract in question.

Step 2:

Go to the View Contract section from the summary page.

Step 3:

Under the Approvals card, click on the +Create Ad-Hoc Approval button.

Step 4:

Add the required details and save the new Ad-Hoc approval request, as shown below. You can also add a note when you want to provide context that could be seen by the approver.

Step 5:

Click on Send For Approval to create and share the Ad-Hoc Approval with the concerned party.