CLM Clause/Section Approval

[Former Member]

Hi Folks,

I am configuring ESO 7.0 and want to configure approvals for Clauses and Sections in CLM . Has any one already implemented the same and can provide some inputs on the same ?

Is it possible to implement the same workflow as the standard Contract Document/Master Agreement ?

Appreciate your inputs on this.

Thanks

Ushir

[Former Member]

Hi,

This is possible via custom development. At a high level, this requires creation of extension field, page customization (to make the approver field read only) and scripting to define the user group who needs to approve the clause / section after it is put for approval.

Additonally, you can also send emails to the approval group when a new clause / section is put into Review phase.

Again, I had read about this solution on a blog written by Rob Stevenson sometime back.

One more thing to add is that the Templates can be configured via Setup --> Contract Generation --> Library item phase configuration. So in essence, the templates can also be progressed through approval phases if need be.

Hope this helps,

Vikram

[Former Member]

Hi Vikram,

I read the same while looking for the solution of my question but that is kind of work around and not a complete thing.

Is it possible to copy the standard Master Agreement approval flow and add it to the Clause/Section part.

As we get a collaborator section in the Master Agreement and we can add people of our choice.

Thanks

Ushir