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Use approval-policy templates

Create consistent contract approval policies from governed templates.

Last updated July 20, 2026 · 6 min read

#Page purpose

Create consistent contract approval policies from governed templates.

Application routeIntended audience
/lex/admin/contract-approval-policies/templates Legal governance administrators

#Before you start

  • Sign in as legal governance administrators and confirm WatheeqTech shows /lex/admin/contract-approval-policies/templates; hidden controls indicate that your account lacks the required permission.
  • Prepare the approved bilingual values, policy decision or connector details before opening a form; do not use production records as test data.
  • Collect the reason, authority and supporting evidence required for any governed decision or state transition.

#How to use this page

  1. 1
    Assess the current configuration

    Choose the template matching the contract type and authority model.

  2. 2
    Make the governed change

    Review inherited stages, roles, thresholds and decision requirements.

  3. 3
    Validate the configuration

    Create the policy, tailor its scope and validate it before activation.

#Governance and expected result

  • Operate only within the tenant, role and record visibility granted to you.
  • Record the decision, reason and supporting evidence before completing a governed action.
  • Check dependent services, roles, records and policies before deleting, deactivating or changing precedence.
  • Use preview, evaluator, conflict-check or test controls when the page provides them, and verify the audit result after saving.
Expected result

You used /lex/admin/contract-approval-policies/templates to create consistent contract approval policies from governed templates. The result is visible in WatheeqTech and traceable to the acting user, tenant and source legal record.

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Use approval-policy templates — Clario360 Documentation