Using Contract Actions
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      3. Using Contract Actions

      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