Reviewing Contracts Pending My Approval | Zoho Contracts

Reviewing Contracts Pending My Approval


View Contracts Pending Approval 

When a contract owner submits a contract for approval, the approvers of the contract will receive both in-app and email notifications. The approvers can open the contract directly from these notifications. The Activities tab in Zoho Contracts also keeps track of all activities: approvals and obligations. 


To view the contracts that are pending your approval:

  1. Select the Activities tab at the top of the page. 
  2. Select Pending Approvals from the Contract Approval section on the left panel. 
Notes

Note: 

  • Selecting All My Approvals from the left panel will display all your approvals, including those that you have already approved or rejected. 
  • If you are a collaborator or the contract owner of the contract waiting for your approval, you can open it directly from the Contracts module. 

Review and Accept or Reject a Contract

To review and accept or reject a contract using Zoho Writer:

  1. Select the Activites tab at the top of the page. 
  2. Select Pending Approvals from the Contract Approval section on the left panel.
  3. Click to open the contract that you want to review. 
  4. Select Review mode at the top of the document editor. 
  5. Select the text you want to add a comment to, then click Add Comment  on the toolbar at the top of the document editor.
  6. Enter the comment in the Comments panel on the right, then click Add. 
  7. When the review is complete, click Approve or Reject at the top of the contract details page. 
Quote

Tip: You can also add a comment from the right-click menu. To do so, select the text you want to add a comment to, then choose Add Comment  from the right-click menu.

NotesNote: All the comments must be resolved to approve a contract.

To accept or reject a contract using MS Word:
  1. Select the Activities tab at the top of the page. 
  2. Select Pending Approvals from the Contract Approval section on the left panel.
  3. Click to open the contract that you want to approve or reject.
  4. When the review is complete, click Approve or Reject at the top of the contract details page. 
Note: For contracts created using an MS Word template, approvers can only approve or reject the contract. Editing the document or adding comments is not supported.​

Delegate Approval to a Different Member

  1. Select the Activities tab at the top of the page. 
  2. Select Pending Approvals from Contract Approval section on the left panel.
  3. Click to open the contract in the Approval Pending state you want to delegate approval of. 
  4. Click More  at the top-right corner of the contract details page, then choose Delegate.
  5. Choose the member you want to delegate the approval to in the Delegate To field, then click Delegate.