Initiate an ad hoc approval for a contract document revision

task australia Updated Sep 10, 2026 2 min read snlc-initiate-approval-cr.md
Raw file servicenow.com

Initiate an ad hoc approval for a contract document revision from a user or a user group.

Before you begin

Role required: sn_lg_cnt.contract_fulfiller

About this task

As a collaborator added to a request, you can access and work on the request just as assignees can. However, you can't modify the Assigned to and Assignment group fields.

You can assign these approvals to any user or user group in your organization who have the sn_lg_cnt.contract_fulfiller role. When you initiate an approval, the approvers receive an email notification and can review and act on the approval.

Note: If a contract document revision already has a pending approval record, you cannot initiate another approval for the same item.

Procedure

  1. Navigate to All > Legal request > Legal Counsel Center.

  2. Click the list icon ([Omitted image "lsd-lcc-list-icon.png"] Alt text: List icon).

  3. In the Lists tab, navigate to Legal Requests or Contract Requests.

Option

Steps

As an assignee

  1. Select the Assigned to Me option.
  2. Select a contract request to work on.

As a collaborator

  1. Select the Collaborations option.
  2. Select a contract request to work on.
4. If you have opened contract request from the **Legal requests** listing, select **Contract request** tab.
  1. In the Approvers tab, click Initiate Approval.

    You can also initiate an approval by clicking the more actions button ([Omitted image "more-button-icon.png"] Alt text: More actions button icon.) and selecting Initiate Approval.

  2. On the Initiate Approval dialog box, fill in the fields.

Field

Description

Contract type

Contract type for which you need to initiate approval.

Document revision

This field is automatically populated with the latest document revision.

Approval by

Approval required at user level or user group level.- User: Get approval from an individual user.

  • User group: Get approval from a set of users. The Select user field is replaced by the Select user group field.

Select user

User or user group who must approve the item.Note: Users or user groups with the sn_lg_cnt.contract_fulfiller role are listed.

  • If you selected User in the Approval by field, select a user from whom the approval is required.
  • If you selected User group in the Approval by field, select a user group from whom the approval is required.

Approval note

Note for the selected user or user group.

7. Click **Initiate**.

Result

Assigned approvers are added in the Approvers tab based on the following conditions:

  • If you selected User in the Approval by field, an approval record is created for the selected user.
  • If you selected User group in the Approval by field, an approval record for each user in the selected user group is created. Anyone from the group can approve.

The assigned approvers get an email notification with a link to open the record for review and action.

The approval details appear under the Approvals tab on the Standard Ticket page.

Parent Topic:Work on NDA legal requests

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