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How to define Approval Rules

How Approval Rules work in Contract Eagle, how to set them up, and how approvers are notified

C
Written by Contract Eagle
Updated this week

This video will guide you through how Approval Rules work in Contract Eagle. 

To get started:

  1. Go to Contracts menu > Maintain Approval Rules.

  2. Click on an existing approval rule from the list to Edit it, or click the New button on the right-hand side to create a new Approval Rule.

  3. Specify whether the Approval Rule will apply to:
    a) contracts within a particular Business Unit, or
    b) a specific Contract Type, or
    c) any contract with a particular Status, or
    d) any combination of the above, eg "All Confidentiality Agreements with a status of Review Requested", etc.

  4. Indicate whether the Approval Rule applies to new contracts and/or edits to contracts.

  5. Allow or disallow Self-Approval - this allows the user who creates or edits the contract to approve it.

  6. Select Approvers based on either contract role, or select specific users in your organization, or a combination of both.  

  7.  Set the status for the contract after approval, and after rejection. 

To create a multi-step approval rule, set the "Status after approval" to one that will trigger another approval rule.  

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