Approve or reject a legal matter or its artifact

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Review a legal matter or its artifact's content and approve or reject it.

    Before you begin

    You must have received an email notification with a link to the legal item for approval.

    Role required: none

    Procedure

    1. Open the approval record from the email notification, Legal Counsel Center, Self-Service, or Employee Center portal.
      OptionsSteps
      From the email notification Click the link in the email to open the record that needs approval.
      From Legal Counsel Center
      Note:
      The request_fulfiller role is required to access Legal Counsel Center.
      1. Navigate to All > Legal Request > Legal Counsel Center.
      2. Click the list icon (List icon).
      3. In the Lists tab, under My Work, click Items Pending Approval.
      4. In the Items Pending Approval list, click a record to open for approval.
      From Self-Service
      1. Navigate to All > Self-Service > My Approvals.
      2. In the My Approvals list, click a record to open for approval.
      From Employee Center
      1. In the Employee Center portal, on the menu bar, click the My Tasks.
      2. In the My To-dos list, click a record under the Open tab to open for approval.
    2. Review the record and either approve or reject:
      • To approve the record, click Approve.
      • To reject the record, enter comments for rejection in the Comments field and click Reject.

    Result

    The following table shows the result of approve and reject actions on the approval record.
    Table 1. Result of approving or rejecting a legal item
    Approve Reject
    • The approval record's state updates from Requested to Approved.

      If the requested item was assigned to a user group for approval, then the state of the approval records for the remaining users updates from Requested to No Longer Required.

      Note:
      If the approval was for an attachment of the legal matter artifact, the attachment cannot be deleted from the legal matter artifact.
    • Any approver who isn’t added to Watch list in the legal matter would lose access to the approved item.
    • The approval record's state updates from Requested to Rejected.

      If the requested item was assigned to a user group for approval, then the state of the approval records for the remaining users updates from Requested to No Longer Required.

    • The comments for rejection posted by the approver is added to the legal matter's Activities section.
    • Any approver who isn’t added to Watch list in the legal matter would lose access to the approved item.