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Revision as of 11:46, 13 April 2016
Once you create a Contract Type, it is in Draft state. Contract type must be approved in order to get finalized..
To send a contract type for approval:
1. The Details tab of a particular contract type page contains the following options:
- Edit
- Delete
- Send for Approval
File:Create Contract Type-Agreement 14.png
2. Click Send for Approval. The contract type is sent for approval and the status of the contract type reflects Waiting for Approval.
File:Create Contract Type-Agreement 11.png
To learn how to add an approver, click Team.
To learn how approve a contract type, click Approve a contract type
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