Create a Contract Draft with eNegotiate Drafts

This article describes the process of creating a contract draft within an eNegotiate Workflow.

 Take Control

   Estimated Read Time: 3 minutes

When a card has transitioned to a workflow phase with the Create Contract with eNegotiate Draft Action enabled, an email will be sent to the owner of that phase.

The owner can click View Form from within the email.

Here, the metadata submitted by the Contract Requester in the original Request Form can be reviewed.

1. Firstly, decide if this request will be moving forward through the Workflow or not.
    
   1. If you are choosing to Reject this request, click Reject.
   2. If you have decided to move this request forward, click Approve.
2. Ensure all mandatory fields are completed.
3. Assign Internal and External Contract Owners.
4. Choose an eNegotiate Draft template then click Create.

View Merged Fields

Now that your Contract Draft has been created, you can verify the template content by clicking Download and View Merged Fields if you're using handlebars to generate key information throughout the contract.

You can see at a glance if the contract template or the contract metadata is inaccurate or missing while you create the contract draft. If the Merged Data column displays No Data Found, then the document is not ready for approval and drafting. 

Draft Approval 

When the document is ready, click Approve to continue. 

If Gatekeeper has generated an AI summary for the file, this will be visible from the workflow card on the eNegotiate phase: