Approving/Rejecting a Template

Every Template has a team consisting of a primary owner, a secondary owner, an approver, and so on. The approver can approve or to reject a Template.

Approving a Template

To approve a Template:

1. Click  "View More" on  "My Tasks" on the Dashboard. The "User Tasks" page opens displaying a list of tasks pending for your action.

2. Click the eye icon on the far right of the Template that you want to approve and which is listed as "Approval for [template name]".  The "Templates" Details page opens.

3. Click "Download" to download the Template and "Edit" to edit the Template on the far right in the title bar. 

4. Click "Approve". The "Add Note" drawer opens.

5. Enter your comments if any.

6. Click "Add". The status of the Template changes to "Approved".

 

Rejecting a Template

To reject a Template:

1. Click "Reject" on the "Templates" Details page. The "Add Note" drawer opens. 

2. Enter your comments if any.

3. Select a Reason for rejecting the template from the "Reason Code" drop-down (This is a mandatory step for Rejection).

4. Click "Add". The status of the Template changes to "Draft" and the Template has to go through the approval process again.

 

 

 

 

Related Topics: Template Management | Create a Template in ICI Word Add-in | Rule | Agreement Management | Clause Management | Bilingual_Templates