Approve or Reject a Document or Paragraph

Contents

• Overview
• Pre-conditions
• Steps
• Video Walkthrough
• Supplementary Information

Overview

Find more information on how to approve or reject a document or paragraph in Clausematch.

Pre-conditions

• Document Level Permission: 'Owner', 'Editor', 'Reviewer'.
• User or user group have been added as an approver.

Steps

Approvals Tab Method:

1. Click on the Your approvals bell icon on the right sidebar.
2. Select Reject or Approve*.

• (Optional): If a document or paragraph is accepted, provide an optional approval note and/or click Approve.
• If a document or paragraph is rejected, provide a reason for rejection and click Reject.

Document Activity Method:

1. Click on the Document activity icon on the right sidebar.
2. Click Approvals.
3. Select Document or Paragraphs.
4. Select Reject or Approve*.
5. (Optional): If a document or paragraph is accepted, provide an optional approval note and/or click Approve.
6. (Optional): If a document or paragraph is rejected, provide a reason for rejection and click Reject.

Paragraph Activity Method:

1. Click on the Paragraph activity icon on the right sidebar*.
2. Click Approvals.
3. Select Reject or Approve*:
4. (Optional): If a paragraph is accepted, provide an optional approval note and/or click Approve.
5. (Optional): If a paragraph is rejected, provide a reason for rejection and click Reject.

Video Walkthrough

Supplementary Information

If a user or user group is:

• document approver, users will be asked to review and approve the whole document;
• paragraph approver, users will see the preview of a paragraph which requires approval. To be redirected to the paragraph that requires approval, click on the highlighted paragraph preview. Users will also see a timer icon next to the paragraph which requires approval.

If a document is rejected, users have to provide a reason for rejection before completing their action.

Once you either approve or reject, the document user who added you as an approver would receive an email notification that includes a note if you left one, so it can be an opportunity to provide them further instructions on how to proceed with the document.

Notes