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eNegotiate Action - Publish Contract Draft & Upload PDF

This article covers the user experience when a phase has the Publish Contract Draft & Upload PDF action enabled.

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 Estimated Read Time: 2 Minutes


When using eNegotiate on a workflow, once all parties agree on the terms of the draft document, it must be converted to a final, executable state. The Publish Contract Draft & Upload PDF action can be enabled on a phase, prompting the phase owner to upload the final document in PDF format.

Note: If your negotiation began with a PDF file, the publish phase will be unnecessary.

An email notification can be sent to the owner of that phase. They can click View form to view the card within the workflow.

eneg email notification

Within the workflow card, click Publish.

publish - signed doc

Attach your PDF file then click Submit.

This would normally complete the eNegotiate section of the workflow, and the card would be ready to transition to an eSign or Done phase.

Note: The Upload PDF action is generally used to add a correctly formatted PDF directly to Gatekeeper for larger or more complex documents. For simple documents with minimal formatting, Gatekeeper can automatically convert them to PDF using the Convert MS Word to PDF action.