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Review and Approve a Contract
Review assigned approval requests, and advance or return the contract.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To review and approve a contract for approval by using the advanced approval process: | CLM Admin OR CLMDigitalExperiencePartnerUser |
Before you begin:
- Make sure that you’re assigned as an approver in the approval flow.
- Make sure that you have access to approval work items.
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Access assigned approval requests.
- From the App Launcher, search for and select Approval Work Items.
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Select the assigned contract.
You can also open the contract record and click the Advanced Approvals tab to view pending requests.
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Review the contract.
- Open the contract record.
- Review contract details and document content.
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Take an approval action.
- Click Review.
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Select one of these actions.
- Approve: To accept the contract and move it to the next stage or complete approval based on Flow configuration.
- Reject: To send the contract back for updates and stop the current approval stage based on Flow configuration.
- Reassign: To assign the approval to another user, if necessary.
- If needed, enter your comments.
- Click Confirm.
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To respond by using email.
- Open the approval notification email.
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Reply with Approved or Reject in the first
line of the email.
The response is processed only when the keyword appears in the first line.
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Verify approval progress.
- Open the contract record.
- Click the Advanced Approvals tab.
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Review the approval stages, which can include:
- Parallel approvals where multiple approvers act at the same stage.
- Serial approvals where the next approver is assigned after the previous stage completes.
After all required approvals are completes, the contract advances to the next lifecycle stage based on the approval flow configuration.
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