Publishing a Contract Draft - Upload PDF

Upload PDF Action
Once a card with a contract draft has transitioned to a phase where the 'Publish Contract Draft & Upload PDF' action is enabled, an email notification will be sent to the owner of that phase (see Configuring Workflow Notifications). You can click through the 'View Form' button within the email to view the card within the workflow.

Within the workflow you can download the Microsoft Document and "Save As" a .pdf file and then click the β€˜Publish’ button to re-upload the document.

Attached your .pdf file and select Submit.

Note: You can also use the Convert MS Word to PDF Action to publish a finalised Contract Draft

This would normally complete the eNegotiate section of the workflow and would be ready to transition to an eSign or End phase