---
title: "Manage E-Approval Clause Restrictions"
slug: "manage-e-approval-clause-restrictions"
updated: 2024-01-30T19:09:52Z
published: 2024-01-30T19:09:52Z
canonical: "wiki.cobblestonesoftware.com/manage-e-approval-clause-restrictions"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage E-Approval Clause Restrictions

### **Manage E-Approval Clause Restrictions**

**Manage eApproval Clause Restrictions**

**Document Templates** can use rules-driven **Mergeable Clauses**. These clauses may require alteration or replacement with a different clause. **Clause Restrictions** allow specified users to make limited or extreme changes to specified clauses.

**Setting Clause Restriction Rules**

1. An administrator can access the **Clause Restriction** rules by navigating to the mergeable clause overview.

![Mergeable Clause Overview](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Document%20Authorizing%20Clause%20Manager.png)

2. If there are to be controls, set **Merge as Content Control** to Yes. Configure the other fields as necessary.

- **Merge as Content Control?** Specifies if this mergeable clause rolls onto templates within a content control.
- **Allow all Participants to Edit?** If Merge as Content Control is selected above, is editing allowed for all participants?
- **Allow Deletion of Content Control?** If Merge as Content Control is selected above, can the entire content control be deleted?

3. Click **Update Information** if any changes are made.

**Setting Permissions on the eApproval**

1. Navigate to the desired generated document package.

2. Click **E-Approval Flow/Groups**.

![Approvals & Signatures on Side Menu](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/E-APPR~1.PNG)

3. Click the carat for the group and participant to be configured.

![Expanded Approval Group on Grid](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Permission.png)

4. Click **Permissions** for the participant's line item.

5. Mark the tick-box(s) the clause(s) necessary or all clauses.

![Manage Participant Permissions](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/4(36).png)

6. Click **Save** to save the clause edit/restriction permissions for that participant in the approval process.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/manage-e-approval-clause-restrictions-image-ghkwehtz.gif)