A. Certain buttons and charts may not be visible to you if you do not have the required permissions to use those features. Administrators can create a custom view for each user based on the role assigned to the user. If you have questions about your permission settings, contact your CLM administrator.
A. A workflow action is a task in the contract lifecycle that progresses the contract from one status to another. Common workflow actions include tasks such as Submit for Review, Approve Contract, Reject Contract, Resend Email to Next Signer, and Send to Customer for Signature. Workflow actions display as buttons in the contract editor. When you execute an action, CLM routes the contract to the appropriate person or department for the next step in the process. Workflow actions and their names are determined by administrators and will vary depending on your business requirements.
A. The status of a contract represents the stage that the contract is in at a given time, in the contract lifecycle. Contract statuses are configured by administrators and can represent specific stages such as Draft, Review, and Approved.
A. Yes, you can sign a contract on your mobile device if your organization has enabled the DocuSign ® feature. See DocuSign Integration for more information.
A. When a contract is sent to multiple internal and external approvers, you can reassign a contract to another signatory if required by updating the email address and emailing the contract again. This feature is useful if some of the approvers are no longer associated with the task or are unavailable. However, if an approver has already signed a contract and is now being replaced by a new approver, then the contract must be first made void and then sent again with the new approver's email address. Options to void the contract and resend the contract are available as workflow action buttons in the negotiation space. See Details Tab for more information. The administrator can also reassign contracts associated with deactivated user accounts.
A. Yes, you can easily resend a contract by clicking on the Resend to Next Signer workflow action button in the contract negotiation space.