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When using eNegotiate on a workflow, once a draft document has been uploaded, the Submit Contract Draft action can be enabled on a phase. This allows the internal or external party to download the draft document, then upload a revised version for negotiation, or accept or reject the existing draft.
An email notification can be sent to the owner of that phase (either internal or external).
The draft document will be attached to the email, which they can open and review. Internal users can also open the workflow card, which will also show the Lumin Insights Summary if available.
They can then click the action buttons to:
- Submit New Draft: This allows the user to upload a new document and add comments. This can be an edited version of the original document, or a new document. Depending on your transition settings, the contract draft is then normally sent to the other party to review.
Note: It's recommended to use Track Changes when making changes to an existing contract draft.
- Accept Draft: This allows the user to accept the draft and add comments. Depending on your transition settings, the contract draft would normally transition out of the eNegotiate phases, and onto a Publish Contract Phase, using either the Upload PDF or Convert MS Word to PDF actions.
- Reject Draft: This allows the user to accept the draft and add comments. Depending on your transition settings, the contract draft would normally transition back to the other party where they can submit a new draft.
In most cases, the contract draft is exchanged back and forth between parties with comments when either Submit New Draft or Reject is clicked.
Once all changes are agreed and the draft is Accepted, it typically moves to a Publish Contract Draft phase.
Note: Internal and external parties can use eNegotiate without a Gatekeeper login.