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Conga Support

Locating a Contract Request Submitted for Approval

The contract requests that you can review are accessible from your My Approvals portlet in the Dashboard, and from the My Approvals link in your My Place menu.  An easy way to locate a contract request is to search by the name of the company making the request and by the request's status: (1) Submitted - request is awaiting approval (2) Draft - request will probably be submitted for approval in the near future (3) Processing - request is under review by an approver (4) Accepted - request has been approved, resulting in a Contract Profile being created and the contract being uploaded to the Profile, and (5) Declined - request has been denied, but resubmission may be allowed if changes are made. 

My Approvals PortletEdit section

1. In the Dashboard, locate (or add) the My Approvals portlet. 

2.  In the portlet, locate the request submitted for approval using the available options:

  • Search for a request by entering the company name or the request type name into the Search field and pressing the ENTER key on your keyboard.
  • Filter requests by status using the Request Status multi-select list.
    • Select Submitted to view only the contract requests that are awaiting approval.
  • Scroll through the list.

3.  (Optional) Manage the display of information in the portlet:

  • Update the columns that display using the Sort/Column menu.
  • Reorder and resize the columns to manage the display of information in the browse screen.
  • Sort the data in a column by clicking (toggling) on a column heading.

My Place Menu

1.  Click My Place in the Navigation Toolbar to display the menu, and then click the Approvals link.

2.  In the My Approvals screen, locate the request using the available options:

  • Search for a request submitted for approval by entering the company name or the request type name into the Search field and pressing the ENTER key on your keyboard. 
  • Filter requests by status using the Request Status multi-select list.
    • Select Submitted to view only the contract requests that are awaiting approval.
  • Filter requests by the timeframe in which the request was created using the Created within list.
  • Filter requests by the template used to create the request in the Request Type list.
  • Scroll through the list.

The default view of your My Approvals screen is My Approvals Only, but you can select  All Reassignable in the Reassignable list to view only the contract requests that you can assign to another individual.

3.  (Optional) Manage the display of information in the screen:

  • Update the columns that display using the Sort/Column menu.
  • Reorder and resize the columns to manage the display of information in the browse screen.
  • Sort the data in a column by clicking (toggling) on a column heading.

Approvals3.png

The icons for a submitted contract request are used to identify the status of the review process, as well as indicate whether a request has been approved:

  -  Begins the processing of a contract request submitted for approval.

   -  Resumes the processing of a contract request at the point where you left off.

  • This icon is also used to designate a contract request for a specific approver. The icon displays only for that approver.

  - Reassigns the review of a contract request to another approver.  The icon displays only when All Reassignable is selected in the Reassignable list in the browse screen.

  - Jump to the Contract Profile for an approved contract request, or a Self-Service request.

  -  Delete a submitted contract request. 

  When an approver declines a contract request, Decline Notes are provided for the request.  However, an approver may allow a declined contract request to be resubmitted when the appropriate edits are made.