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Pipeline
- View Details
- Edit
- View History
- Copy Link
- Share Contract Record
- Start Approval
- View Past Alerts
- Change Status
- People & Permissions
- Duplicate Record
- Delete Contract Record
- View Details
- Edit
- View History
- Copy Link
- Share Contract Record
- Start Approval
- View Past Alerts
- Change Status
- People & Permissions
- Duplicate Record
- View Details
- Edit
- View History
- Copy Link
- Share Contract Record
- Send for Approval
- View Past Alerts
- Change Status
View Name |
Item
Date and Time | Item | Activity | User |
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Contract Record Title | ||||
Share with ![]() |
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eContracts User(s) | ||||
Add a Comment *![]() |
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Share link valid for *![]() |
day(s) | |||
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Contract Owner(s) |
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Dates |
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Contract Renewal Settings |
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Select Approver(s) Notes for the Approver(s)
days prior to renewal date.
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Renewal History |
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Updated End (Renewed) Date | |
Next Renewal Date |
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Workflow Title*
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Workflow Routing Rule*
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Participants*
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Duration per Task (days)*
day(s) -
Additional Info for Approver(s)
Show Contract Summary in Workflow page
Attach Summary / Approval Sheet
Attach other supporting Document(s)
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Add a Comment
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Send Workflow Notification
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- Note: Alerts will be sent to 'Participants' and/or 'Initiator'.
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Pipeline Contract Record Statuses
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Finalize/Ready for Signature
(Finalize/Ready for Signature status will move the Contract Record from the Pipeline view to Contracts view)
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Reason for Cancellation*![]() |
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Send Notification to![]() |
Pipeline Contract Record Statuses
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Finalize/Ready for Signature
(Finalize/Ready for Signature status will move the Contract Record from the Pipeline view to Contracts view)
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Term Type*![]() |
View Renewal History | ||||||||||
Dates
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Renewal Settings
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Reminders
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Reason for Cancellation*![]() |
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Send Notification to![]() |
You can select one or more counterparty from below and link to this Contract Record.
![Search](/Content/Images/search_over.png)
Link Valid For *![]() |