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Restrict contract actions while Ad-Hoc Approval are being collected

CLM
All Users
Q1 25

 Product Area: Approvals

 Impact of Change: New Functionality

 Roles Impacted: All users

Details

We've strengthened our ad-hoc approval workflows with enhanced restriction controls! Previously, in the new approval system when an ad-hoc approval was in progress, any user could perform actions like skipping that ad-hoc approval or downloading and sending the contract to counterparties. This created potential leakages in the approval process.

Now, we've added robust restriction controls for the ad-hoc approvals as well that:

  • Prevents unauthorized skipping of ad-hoc approvals
  • Blocks unauthorized contract downloads during approval stage
  • Restricts sending to counterparty while approval is in progress

This update brings ad-hoc approvals in line with our existing approval restriction capabilities, ensuring consistent security across your approval workflows.

How to Enable:This feature is automatically enabled for all workspaces using new approvals system.

Relevant Resources: NA

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