Monax Help Center

Monax Help Center

Approving Agreements

As a senior member of an organization there are many work flows where we’d like to review agreements before it’s sent to a counter party. Monax helps streamline this process by allowing agreement creators to assign an approver to their agreements. If you’re assigned as an approver, you’ll receive an email, and a notification on Monax to complete an approval. Additionally, any agreements on your agreement page in the state “Pending” and have a bell icon on them are ready for approval.

To Approve, you’ll review the documents and agreement summary. On each summary page you can make updates by clicking the edit button on the top right of the panel. Once all the parties, terms, dates, events and settings are adjusted to your liking you can click approve and send which will activate the agreement and sending it to your counterparty for signing.

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