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  • How to Configure Approval Centers




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Objectives

  • Automate approvers of the contract

Steps

The Approval Center in LEXZUR can be configured based on different business criteria and contract types from the system settings. 

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For example, if the contract is of high - priority, the Head of Legal should always approve this contract in the first order. 

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The criteria you select are the condition conditions under which this approval center is applicable. This is based on the contract fields and their values.

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You can also specify additional information such as the user group required to approve, and the approval label.Note: The


Note
The Approver Name is not required here. Therefore, you can just specify the Approval Label and specify the approvers later on from each contract's page. 


Contracts can also be approved by board members or shareholders if they have collaborator access. 

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