Initiate an ad hoc approval for a contract document revision
Initiate an ad hoc approval for a contract document revision from a user or a user group.
Before you begin
Role required: sn_cm_core.contract_fulfiller
About this task
You can request for approval of a revision for contract documents from stakeholders. Here is how the flow works:
- You can assign the approvals to a user or user group in your organization. Users with the group manager or contract fulfiller roles who are in the assigned to or collaborator fields can raise the approval for the revision.
- When you initiate an approval, the approvers receive an email notification and can act on the approval.
- An approver who does not have access to the contract revision is granted read-only access to the record until the assigned approval record is completed.
Note: Only latest revision of specific contract type is sent for approval. If an approval of revision is pending, you cannot initiate another approval for the same contract type.
Procedure
-
Navigate to your workspace.
-
Click the list icon ([Omitted image "lsd-lcc-list-icon.png"] Alt text: List icon).
-
In the Lists tab, open a request by selecting an option under Contract Requests.
|
Option |
Steps |
|---|---|
|
As an assignee |
The state of the request is Work in progress and the contract status is also work in progress. |
|
As a collaborator |
|
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**.
- On the Initiate Approval dialog box, fill in the fields.
|
Field |
Description |
|---|---|
|
Contract type |
From the drop-down list, select only one category of the contract type, for example, Order Form. Note: When you have only one contract type, then it is auto-populated. |
|
Document revision |
The latest revision of the document . For example |
|
Approval by |
Approval required at user level or user group level.- User: Get approval from an individual user.
|
|
Select user |
User or user group who must approve the item. If you selected User in the Approval by field, select a user from whom the approval is required.Note: If you selected User in the Approval by field, an approval record is created for the selected user. |
|
Select user group |
User or user group who must approve the item. If you selected User group in the Approval by field, select a user group from whom the approval is required.Note: 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. |
|
Approval note |
Note for the selected user or user group. |
All the approval records are listed and the approval status changes to **Requested**.
Result
Assigned approvers are added in the Approvers tab with other approval details. The assigned approvers get an email notification with a link to open the record for action.
Note: The contract type revision number is visible from the Approving field of the Approvers tab.
What to do next
Approvers can view and Approve or reject a contract document.
- Approve or reject a contract document
Review a contract request or attachment and approve or reject it. - Cancel an ad hoc approval for a contract document revision
Cancel an ad hoc approval for a contract document revision if it no longer requires any action.
Parent Topic:Common contract request tasks
---
title: Initiate an ad hoc approval for a contract document revision
description: Initiate an ad hoc approval for a contract document revision from a user or a user group.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/employee-service-management/contract-management-pro/cmpro-initiate-approval-contract-request.html
release: brazil
product: Contract Management Pro
classification: contract-management-pro
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 3
breadcrumb: [Common contract request tasks, Use, Contract Management Pro, Legal and Contract Operations, Employee Service Management]
---
# Initiate an ad hoc approval for a contract document revision
Initiate an ad hoc approval for a contract document revision from a user or a user group.
## Before you begin
Role required: sn\_cm\_core.contract\_fulfiller
## About this task
You can request for approval of a revision for contract documents from stakeholders. Here is how the flow works:
- You can assign the approvals to a user or user group in your organization. Users with the group manager or contract fulfiller roles who are in the **assigned to** or **collaborator** fields can raise the approval for the revision.
- When you initiate an approval, the approvers receive an email notification and can act on the approval.
- An approver who does not have access to the contract revision is granted read-only access to the record until the assigned approval record is completed.
**Note:** Only latest revision of specific contract type is sent for approval. If an approval of revision is pending, you cannot initiate another approval for the same contract type.
## Procedure
1. Navigate to your workspace.
2. Click the list icon \(\[Omitted image "lsd-lcc-list-icon.png"\] Alt text: List icon\).
3. In the **Lists** tab, open a request by selecting an option under **Contract Requests**.
<table id="choicetable_jhj_kb3_gtb"><thead><tr><th align="left" id="d88653e106">
Option
</th><th align="left" id="d88653e109">
Steps
</th></tr></thead><tbody><tr><td id="d88653e115">
**As an assignee**
</td><td>
1. Select the **Assigned to Me** option.
2. Select a request to work on.
3. If the request is newly assigned to you, select **Start** to start working on the request.
The state of the request is Work in progress and the contract status is also work in progress.
</td></tr><tr><td id="d88653e144">
**As a collaborator**
</td><td>
1. Select the **Collaborations** option.
2. Select a request to work on.
</td></tr></tbody>
</table>4. 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**.
5. On the Initiate Approval dialog box, fill in the fields.
<table id="table_y53_qfp_kjb"><thead><tr><th>
Field
</th><th>
Description
</th></tr></thead><tbody><tr><td>
Contract type
</td><td>
From the drop-down list, select only one category of the contract type, for example, **Order Form**.
**Note:** When you have only one contract type, then it is auto-populated.
</td></tr><tr><td>
Document revision
</td><td>
The latest revision of the document . For example `Order Form - 1.0`. The number reflects the latest document revision. The revision number is visible from the Approving field. **Note:** The revision number of the latest document is one higher than the previous revision number.
</td></tr><tr><td>
Approval by
</td><td>
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.
</td></tr><tr><td>
Select user
</td><td>
User or user group who must approve the item. If you selected **User** in the **Approval by** field, select a user from whom the approval is required.**Note:** If you selected **User** in the **Approval by** field, an approval record is created for the selected user.
</td></tr><tr><td>
Select user group
</td><td>
User or user group who must approve the item. If you selected **User group** in the **Approval by** field, select a user group from whom the approval is required.**Note:** 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.
</td></tr><tr><td>
Approval note
</td><td>
Note for the selected user or user group.
</td></tr></tbody>
</table>6. Click **Initiate**.
All the approval records are listed and the approval status changes to **Requested**.
## Result
Assigned approvers are added in the **Approvers** tab with other approval details. The assigned approvers get an email notification with a link to open the record for action.
**Note:** The contract type revision number is visible from the Approving field of the **Approvers** tab.
## What to do next
Approvers can view and [Approve or reject a contract document](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/contract-management-pro/cmpro-approve-reject-request-docs.md).
- **[Approve or reject a contract document](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/contract-management-pro/cmpro-approve-reject-request-docs.md)**
Review a contract request or attachment and approve or reject it.
- **[Cancel an ad hoc approval for a contract document revision](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/contract-management-pro/cmpro-cancel-approval-request.md)**
Cancel an ad hoc approval for a contract document revision if it no longer requires any action.
**Parent Topic:**[Common contract request tasks](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/contract-management-pro/cncore-common-contract-req-tasks.md)
| title | Initiate an ad hoc approval for a contract document revision |
| description | Initiate an ad hoc approval for a contract document revision from a user or a user group. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/employee-service-management/contract-management-pro/cmpro-initiate-approval-contract-request.html |
| release | brazil |
| product | Contract Management Pro |
| classification | contract-management-pro |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 3 |
| breadcrumb | Common contract request tasksUseContract Management ProLegal and Contract OperationsEmployee Service Management |