Contract Approval Tracking: Review the Right Version
Track contract metadata, review assignments and decisions against an exact version. Keep the review process understandable before adding AI summaries or renewal notifications.
Records to include
- Contracts: counterparty, type, owner, value and currency.
- Versions: document reference, version label, uploaded date and change notes.
- Reviews: assigned reviewer, decision, date and version reviewed.
Shape the workflow
Treat a new document version as a new review context. Keep the signed agreement linked separately from internal approval. AI summaries can help reviewers navigate supplied text, but the source document remains the basis for their decision.
Example prompt
Build a contract review register with document versions, owners, reviewers and decision history. Require approval of the current version. Track renewal dates and show upcoming reviews. Let AI summarize readable document text with references and say when information is missing. Keep signing in our existing e-signature service.
Check the generated app
- Upload a revised document and ensure an earlier approval is not shown as approval of the new version.
- Try a scanned PDF and verify unsupported text extraction is clearly identified.
- Restrict contract content and AI answers to authorized users.
Imports, AI and connected services
Use the import controls available in your app and review a small sample before saving. CSV mapping and readable PDF content are different from image OCR. AI should use authorized saved records; unknown information should stay unknown. Email, Slack and webhooks need their own connection setup. Records and imports · In-app AI · Connections.
Changes and ongoing support
Review the affected records, screens and workflows before accepting an edit, then repeat the relevant checks. Dependency analysis helps identify known relationships but cannot prove that every outcome is correct. For hands-on implementation and maintenance, agree the scope through Managed.
Frequently asked questions
Does this replace an e-signature or legal review service?
No. The example covers tracking and internal review. Use the appropriate signing process and qualified review for your agreements; confirm any integration separately.
Does this example describe a ready-made template with every feature enabled?
No. It is a brief for a custom build. Review the generated functionality and confirm the required workflow steps, imports, integrations and availability before using it with real work.
Related reading
- Approval Workflows: From Request to Recorded Decision
- Google Forms to Chromoly: A Reviewed Apps Script Connection
- How to Maintain an AI-Generated App
Custom builds open on December 1, 2026. Self-service opens in January 2027. Check current availability and limits before planning a rollout.
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