Completing Draft Negotiation - Upload Signed Document

An alternative action to completing negotiations with Gatekeeper eSign

The Action

Once a workflow card has completed any necessary eNegotiate actions and lands on a phase with the Upload Signed Document action enabled, the phase owner may provide a signed PDF version of the draft agreement to serve as the finalised "Master Contract Document"

See Configuring Workflow Actions

After selecting this option, the user will be presented with a pop-out modal to attached the signed PDF along with any comments about the document:

Clicking ✅ Submit will complete the upload and fire the transition for the workflow card


See Also: Publishing a Contract Draft