Only subscribers on the Contract Plus plan can access this feature

Approving contract documents ensures compliance and proper tracking within the system.

Document History: All approvals are logged, and the document's status will indicate that it has been approved for audit and compliance purposes.

If a document against a contract is not approved, it will not be considered an active document and therefore will not appear in any analysis within oboloo or trigger any automated notifications until approved.

Only users with the appropriate access can approve contract documents within oboloo. To find out more about user access rights, please check out this user guide here.

When to Use This Feature

  • When verifying contract documents for compliance and record-keeping.

  • When ensuring that only approved contract documents are included in analysis and reports.

  • When granting approval access to necessary users.

Step-by-Step Guide

1. Navigate to the Contract Profile Page

  • Go to the Contract Management section and open the contract profile.

2. Access the Documents Tab

  • Click on the Documents tab to view all documents associated with the contract.

3. Locate the Document to Approve

  • Scroll down to the Documents Table and find the document requiring approval.

  • If you do not see an approval checkbox under the Approve column, you may need to request approval access from your System Administrator.

4. Click the Approve Tick Box

  • Select the Approve checkbox next to the document you wish to approve.

5. Confirm the Approval

  • A confirmation message will appear. Click Yes to approve the document.

6. Approval Details Will Auto-Populate

  • The Approved By and Approved Date columns will automatically update.

  • Once a document is approved, all Contract Owners will be notified.

Key Considerations & Best Practices

✅ Ensure Proper Access – Only users with approval permissions can approve contract documents.

✅ Monitor Approval Status – Keep track of which contract documents are approved for compliance.

✅ Check Notifications – Contract Owners are notified when a document is approved.

✅ Verify Before Approving – Ensure the document meets compliance standards before approval.

Additional Resources

📌 Related User Guides:

📌 Need Further Help?
If you need further assistance, please contact your internal platform administrator for support. Otherwise please reach out to oboloo's support team. If you are unable to view the above area in the oboloo platform, please check your user permissions and access rights.