The two most important contract workflows in contract management are for new contract approvals and contract amendment approvals. Each organization has variations of each workflow, and there are other workflows depending on company, industry, or process, but these two will illustrate the principles of contract management workflow.
To request a contract or approval for a contract, Users with the Requestor role can access the
Request button on the
Contracts page. The
Request button will start a quick two step process to gather information about the contract and the request.
To request approval for a contract amendment in Lextree, navigate to the contract record you want. Select the