CLM workflow preferences are applied to all contracts in Contract Collaboration for the Organization you are setting up or modifying.
Require 2 members from this organization to sign each contract.
- Selecting this option will require 2 users from a Coupa customer to e-Sign a contract before it is automatically marked as Completed by Contract Collaboration
- The best practice for Contract Collaboration is NOT to select the 2 signature option
Coupa contract approval chains block signing by my organization
- This option is only applicable for Coupa Customers using Coupa Contract Approval Chains
- If you are using Coupa Contract Approval chains, selecting this option will prevent a contract from being signed by your organization until the Coupa Contract Chain has been completed
Prevent my organization from signing a contract until all reviews are finished
- Checking this box will prevent the customer's organization from signing the contract until the CLM Collaboration Chain Reviews and "Ask To" reviews have been completed. This does not prevent external parties from signing the contract prior to the completion of the Collaboration Chain
When this option is not selected, your organization (and all other contract parties) can sign the contract. However, the contract will not be marked as "Complete", and will not be uploaded to the Coupa Contract Details, until all reviews are complete.
Prevent inviting external parties to a contract until all reviews are finished
- Checking this box will prevent users from inviting external parties to the contract until the CLM Collaboration Chain and "Ask To" reviews have been completed
If this option is selected, the Collaboration Chain for this contract will be complete after the supplier is invited. The Collaboration Chain cannot be restarted or reset. However, if someone is manually asked to review the contract after the supplier is invited, their review can still prevent your organization from signing the contract if the "Prevent my organization from signing a contract until all reviews are finished" option is selected.