Approve or Reject a Document or Paragraph

Contents

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

Overview

In Clausematch, certain stages may be configured to be only completed (moved from) if specified user(s) approve of the document or assigned paragraphs.

A specified approver can reject if they believe the content is not acceptable, and collaborate by using comments and suggestions to discuss ideas and perspectives to ultimately align everyone on what the ideal state of the document content should be.

Below in the Steps section, you will learn of the different options you have to approve or reject document content.

Pre-conditions

• Document Level Permission: 'Owner', 'Editor', 'Reviewer'.
  • When automatically added to a stage as an approver, the default role given is 'Reviewer', however a document user with either 'Owner' or 'Editor' role is also capable of approving.
• User or user group have been added as an approver.

Steps

Guided Mode Method*:

At the bottom of your screen, you will have an approval bar, where you can navigate through all the changes made in this version.

 

You can switch between Clean view and Changes view, where the former shows the current state of the version, whereas the latter shows how it differs from the previous version.

You can also browse through each specific change with the arrow buttons.

 

Finally of course, you can approve or reject the document content.

 

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.

 

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