Sending an Agreement for Review and Approval[edit]

Sending an Agreement for Review and Approval

ICI has strong review and approval processes. After the Agreement is created, you (primary owner) send it for internal and external review. The third party review process is carried out off-premises. The Reviewer can suggest the changes wherever necessary.

To send a Document for a Review:

1.Click the three dots icon on agreements "Details" page and then click " Request Review" 

The "Request Review" window opens displaying the list of available reviewers. 

Note: The Third Party tab displays a user that you have added as an external signatory while creating an agreement.

Make the appropriate selection:

• Select "Internal" to add internal user as a reviewer.
• Select "Third Party"to add external user as a reviewer. This tab displays a user that you have added as an external signatory while creating an agreement.

2. S'elect appropriate user as a reviewer. Alternatively, in the Search User box, type the name of the appropriate user, and then'click the Search  icon.
Use the scroll arrows to scroll through users

3. Click "Send". The reviewer receives a notification for review. The status of the document changes to "Review Pending".

Recalling an Agreement Approval

The Recall option is available for agreements in "Waiting for Approval" state. An agreement that is sent for approval can be recalled, if changes need to be made to it. This cancels the request for approval and changes the status from "Waiting for Approval" back to "Draft". The primary owner can make the required changes to the Agreement and trigger the approval process again.

To recall an approval:

1. Open the agreement "Details" page for the agreement that is "Waiting for Approval" and needs to be recalled.

2. Click the three dots on the top right corner of the agreement "Details" page and then click "Recall". The "Add Note-Recall" window opens.

3. Type a reason or note for recalling this agreement. Though this field is optional, it should be used to enter detailed notes for future reference. Select a reason code from the drop down list.

4. Make the necessary changes to the Agreement and when done, you can send the agreement back for approval.

Related Topics: Review a Contract/Agreement