Negotiation, redlining & approval — found from sitemap — ContractHero

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Facts read from this source

• Approval rule types Report an error

  “ContractHero has two rule types for this: Contract signature — the contract only goes out for signature once the approvers have agreed. Contract deletion — the contract only moves to the recycle bin once the deletion has been approved.”

• Approval feature prerequisite Report an error

  “Prerequisite: approval rules are available to customers with the Approval feature.”

• Rule single type Report an error

  “One rule covers one type. If you want to protect both, create two rules — the approvers can be the same people.”

• Approval groups Report an error

  “One or more people per approval group: use the "Select one or more users" field to add as many members to a group as you like. As soon as one of them approves, that step is complete”

• Multi step approvals Report an error

  “Several approval groups as steps: use "+ Add approval group" to add more groups. Each group is its own approval step — the action only proceeds once all groups have approved.”

• Approval order Report an error

  “"Set approval order" numbers the groups (1, 2, …) and lets you sort them by drag and drop. The next group is only notified once the previous one has finished its step”

• Conditions field types Report an error

  “Category — supplier contract, employment contract, NDA. Team — legal, finance, HR (if your organisation has several teams). Status — active, draft, resubmission. List fields from the contract field builder — risk category, contract type, regional assignment. Amount fields — contract value, annual volume, purchase price. Number fields — term in months, kilometres.”

• Condition operators Report an error

  “Amount and number fields also offer operators: = (equals), ≠ (not equal), > (greater than), < (less than), ≥ (greater or equal), ≤ (less or equal).”

• Condition logic Report an error

  “Leave the toggle off and combine as many conditions as you like — they are linked with AND logic.”

• Apply to all contracts Report an error

  “Switch on "Apply to all contracts" („Auf alle Verträge anwenden") and the rule applies without exception”

• Admin owner rights required Report an error

  “You have admin or owner rights in your ContractHero account.”

• Rejection stops flow Report an error

  “If any approver rejects, the flow stops immediately — the requester is notified with the reason and can adjust the contract and restart the approval. The signature request is not sent.”

• Signature trigger imported Report an error

  “No. A rule of type "Contract signature" is tied to the signature workflow inside ContractHero. Contracts signed elsewhere and imported as a PDF never start a signature process, so they never raise an approval request.”

• Bulk deletion approvals Report an error

  “Every affected contract the rule applies to runs its own approval.”

• Rule editing Report an error

  “The menu at the right-hand end of the rule row offers "Edit", "Deactivate rule" and "Delete".”

• Audit trail Report an error

  “Every approval and rejection is recorded with a timestamp and the person — and for the deletion trigger, with the reason that was given.”

• Notification channels Report an error

  “Which channels that arrives on — email, in-app or Slack — is controlled on your notifications page under "Approvals" (requested, accepted, rejected, cancelled, approval reminder).”

• External approvers excluded Report an error

  “Only members of your organisation appear in the picker — external or not-yet-invited people cannot be assigned.”

• Change log history Report an error

  “The history is also visible in the change log.”

• Running rules unchanged on edit Report an error

  “Running approval processes stay unchanged — they follow the rule configuration that was active when they started.”

• Approvals location Report an error

  “Go to Settings („Einstellungen") → Approvals („Freigaben"). You'll see the "Approval rules" page”

• Approval toggle Report an error

  “The "Is active" („Ist aktiv") toggle at the bottom controls whether the rule takes effect immediately or is saved deactivated”

Scores citing this record

• The Data Protection Officer Negotiation, redlining & approval
• The General Counsel Negotiation, redlining & approval
• The IT Integrator Negotiation, redlining & approval
• The Procurement Analyst Negotiation, redlining & approval
• The Sales Ops Owner Negotiation, redlining & approval
• The Skeptic Negotiation, redlining & approval