Contract Approval

joshmorris
Tera Guru

Hi,

 

How do I send a contract out for approval? I have filled in all the relevant details however I cant send it for approval.

joshmorris_0-1734084149097.png

 

3 REPLIES 3

Mark Manders
Tera Patron

That usually is handled through automation. A (work)flow creating the approval records. You need to check on your instance what is in place for that.

On my PDI I installed Vendor Workspace and this workflow came as default but when installed onto our dev environment it isnt there

 

Try to repair the plugin and check is any separate plugin for this activity.