Ask for approval

Steps

1. On the Agreements tab, select the agreement to open it.
2. In the Approval card, select Request approval.
3. In Ask whom, in order, type the approver's email address. For several approvers, type their addresses separated by commas, in the order they should decide. You can name up to five.
4. Add a note for the approvers if you like, then select Save.

Deciding as an approver

1. Open the agreement. The Approval card shows the steps and who is deciding now.
2. When it is your turn, select Approved, Request changes or Rejected, then select Save. A note is required when you request changes or reject.

Tips

• With several approvers, a yes passes the agreement to the next person, and the last yes approves it. Request changes or Rejected at any step ends the round.
• The person who asked for approval cannot decide, and nobody can approve two steps of one round.
• Nothing is emailed. Let your approvers know the agreement is waiting for them.
• Only people with the Agreement Editor role can ask for or give approval.

Related tasks

• Discuss an agreement Agreement Tracker
• Set your standard terms Agreement Tracker