Review, approve, reject, cancel, or recall a contract and track its signing progress.
Audience
Contract approver
Find a contract awaiting approval
When a contract is ready for approval, you receive a notification as the Contract approver. You can find the contract on the dashboard or open it using the link in the email.
Choose an action for a contract
Click the Action button on the contract to view the available actions:
- Approve: Approves the contract and sends it for signing
- Cancel: Cancels the contract. You can delete the contract if needed
- Reject: Rejects the contract and sends it back to the creator for correction. You must enter a comment
- Recall: Recalls the contract after it has been sent for signing
Preview and review a contract
Click the link button in the column header to preview the contract. From the preview, you can:
- Review the contract content and details
- Change the signatories if the wrong person has been selected
- Approve the contract directly
Track a contract and send a signing reminder
History shows the contract status and lets you track its progress until both parties have signed.
After the contract has been approved, you can also send a signing reminder using the Action button on the dashboard.
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