Approval and execution
Tracking contract status and reminders
Open the source Commitment or Change Order and review Contract Status when you need to see who is responsible for the next action. It shows approvers, signers, copy recipients, and each person's progress, such as Pending, Viewed, Approved, Signed, or Rejected.
Best for: Contract administrators · Requires: Access to the source record.
Open the source Commitment or Change Order and review Contract Status when you need to see who is responsible for the next action. It shows approvers, signers, copy recipients, and each person's progress, such as Pending, Viewed, Approved, Signed, or Rejected.
For an outstanding recipient, select Send Reminder. The button briefly changes to Reminder sent. Only the active approver can receive a reminder; later approvers wait for their turn. A reminder does not skip approval or signing order.
Use the source activity history to review approval and rejection milestones. Contract Status shows the rejection reason when the recipient provided one. If someone is delayed, send a reminder instead of starting a second eSigning record.