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:
- Select the Activities tab at the top of the page.
- Select Pending Approvals from the Contract Approval section on the left panel.
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
- Select the Activites tab at the top of the page.
- Select Pending Approvals from the Contract Approval section on the left panel.
- Click to open the contract that you want to review.
- Select Review mode at the top of the document editor.
- Select the text you want to add a comment to, then click Add Comment
on the toolbar at the top of the document editor.
- Enter the comment in the Comments panel on the right, then click Add.
- When the review is complete, click Approve or Reject at the top of the contract details page.
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.
Note: All the comments must be resolved to approve a contract.
Delegate Approval to a Different Member
- Select the Activities tab at the top of the page.
- Select Pending Approvals from Contract Approval section on the left panel.
- Click to open the contract in the Approval Pending state you want to delegate approval of.
- Click More
at the top-right corner of the contract details page, then choose Delegate.
- Choose the member you want to delegate the approval to in the Delegate To field, then click Delegate.