Setup Approval Actions for your Contracts on SpotDraft
Here’s how to modify approval actions and access on SpotDraft
Now, you can directly allow actions such as:
- Mark for execution
- Upload
- Download
- Send to Counterparty
Please follow the steps below to set up contract actions during the approval phase.
- Navigate to the workflow where you’d like to edit approval actions.
- Select your desired workflow from Workflow Manager.
- Now, navigate to Approvals.
- Now, please click here to access all your approval actions.
- By default, all actions are allowed during the approval phase.
- You can block a certain action for all users during the approval phase.
- Additionally, in cases where you specifically require certain users to be allowed to perform any blocked action, you can do it by following the next step.
- To allow certain users, select them from the dropdown below the blocked action, as shown here.
Voila, you have set up a new action during the approval phase for a given contract type.
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Last updated on December 11, 2023