CLM for Administrators » Contracts Menu » Contract Types » Create New Contract Type » Workflow Tab » Permission Rules

Permission Rules Panel

When a user executes a workflow action, CLM routes the contract to the next assignee for approval.  In the Permissions Rules panel, you can:

  • Authorize users to execute the workflow action. 
  • Select the users who can send the contract for signature.

Click Permission Rules to expand the panel.

From the Available Performers list, select the users who are authorized to execute the workflow action and send the contract for signature.