Overview
Contract Creation Approval workflows ensure that new contracts are properly reviewed and authorised before being created or edited. By setting up approval rules on a contract template, you can define who needs to approve the contract, in what order, and under what conditions. This improves compliance and maintains clear governance across your contract process.
How to Access Contract Creation Approval
Click on Settings from the left-hand navigation bar.
On the Settings page, click on Contract Creation Approval.
This opens the Contract Creation Approval list, which shows all existing approval workflows with the following details: Contract Template, Created On, Modified On, Created By, and Actions.
Use the Search by template name bar to quickly find a specific workflow.
Managing Existing Approval Workflows
From the list, you can take the following actions on any existing workflow:
Edit: update the workflow's configuration
Duplicate: create a copy of the workflow to use as a starting point for a new one
Toggle: switch the workflow on or off
Creating a New Approval Workflow
Click the Add Editor Approval button at the top right of the page. This opens the Create New Approval Workflow page.
Step 1: Select Contract Template and Type
Select Contract Template: choose the contract template to which this approval workflow will apply
Select Contract Type: choose the relevant contract type
Step 2: Configure the Block Edit Setting
Enable the Block Edit Contract until Approvals Workflow is completed toggle if you want to prevent the initiating user from editing the contract until all approvers have given their approval.
Step 3: Configure Approval Workflow Levels
The Approval Workflow Levels section defines the approval hierarchy. Approval requests are sent to users in the order of levels configured.
For each level, configure the following:
All / Either:
All: every approver assigned to this level must approve before the workflow moves forward
Either: any one of the assigned approvers can approve to move the workflow forward
Remind in: set how frequently approvers should be reminded of the pending approval (e.g. 1 Day)
This level can be skipped?: toggle this on if the level can be bypassed when an approver at a higher level has already approved. If off, approvals must follow the defined level order strictly.
Search team members: select the team members who will act as approvers at this level
Document types for this level: specify document types that approvers are required to upload at this level. Enable the Block approval until mandatory docs uploaded toggle to prevent the approval from proceeding until all mandatory documents have been uploaded. Click + Add document type to add the required document types.
Step 4: Add Additional Levels (Optional)
Click Add Level to add more approval levels. Each level can have its own approvers, reminder settings, skip settings, and document requirements.
Step 5: Submit and Activate
Click Submit to save the workflow. Once submitted, return to the Contract Creation Approval list and toggle the workflow On to activate it.
Conclusion
Setting up contract creation approval workflows gives your organisation a structured way to ensure that no contract moves forward without the right authorisation. Multi-level approvals with document requirements add an extra layer of control, particularly for high-value or sensitive agreements. Keeping workflows up to date and toggling off any that are no longer relevant ensures your approval settings stay accurate over time.