After setting up your contract form, you need to set up the approval workflow to ensure your contract is routed to the right staff within the organisation.
1. Under Management tab, click on Approval Workflow Designer
2. Click on CONTRACT CHAIN to set up your approval workflow
3. Build the required steps under Approval Workflow Designer
4. Basic step to include Initiate PR
5. And finalizing the purchase request
6. Other steps can be included in the approval workflow by selecting the given fields
Congratulations! You have completed the setup of your Contract Management.
Now it is time
Proceed to setting up your approval workflow or learn how to maximise the Contract Management feature.
If the above does not help to solve your issue, you may also contact our Customer Support team at support@tenderboard.biz.