Submitting Agreements for Approval (End User)

After you create an agreement and associate other records with it, you can submit the agreement to the appropriate employees for approval.

This task is a step in Process of Managing Agreements.

To submit an agreement for approval

1. Navigate to the Agreements screen, then the List view.

2. Drill down on the Name field for a selected agreement.

3. In the Agreements form, click the menu button, and select Generate Approvals.

   The list of approvers is updated with the approvers for the approval group. When the approver changes the status of the approval to Approved or Rejected, the list is updated.