How to set up a Contract approval workflow and create a Contract

ApprovalMax supports other workflows types that can be set up, e.g., for the approval of contract or travel requests.

To set up a Contract workflow, click on the '+' button and create a new one:



Add Requesters and Approvers, set up rules and conditions,and then activate the workflow.



In the approval matrix, you can create additional fields (such as Contract Type) and set up rules for Approvers based on the conditions in these fields: 

 
To create a Contract, click on the '+' button and select 'Contract Approval' 



Fill in the details and submit the request for approval. 

 


 

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