Workflows
Learn how to configure and use workflows to structure and digitise your key processes using our Best Practice templates or from scratch
Introduction
Basic Configuration
Advanced Configuration
- Associate Existing Contracts and Vendors in a Workflow Form
- Hide Workflow Phases
- Add Vendor Users on a Workflow
- Workflow Phase Approvals
- Workflow Checklists
- Configure Conditional Owners on a Workflow Phase
- Configure Workflow SLA Timers
- Configure eNegotiate
- Configure Contract Templates
- Events on Workflows
- Use Smart Forms in Workflows
Initiating Workflows
Improving the User Experience ✨
Using Contract Actions
- eNegotiate Action - Create Contract with eNegotiate Draft
- eNegotiate Action - Create Contract and Associate a Contract Master Draft
- eNegotiate Action - Submit Contract Draft
- eNegotiate Action - Publish Contract Draft & Upload PDF
- eNegotiate Action - Publish Contract Draft & Convert MS Word to PDF
- eNegotiate Action - Upload Signed Document
- Initiate eSign from a Workflow
Collaboration
Workflow Management
Best Practice Templates
- 🛠 Create Your Own - Touchless™ NDA Workflow
- 🛠 Create Your Own - Vendor Onboarding Workflow
- 🛠 Create Your Own - Internal Contract Request Workflow
- 🛠 Create Your Own - Contract Renewal Review Workflow
- 🛠 Create Your Own - Contract Amendment Workflow
- 🛠 Create Your Own - MarketIQ Monitoring & Escalation Workflow
- 🛠 Create Your Own - File Expiration Workflow
- 🛠 Create Your Own - ESG Due Diligence Assessment
- 🛠️ Create Your Own - Vendor Portal Update Request Form
- 🛠️ Create Your Own - Automated eSign Workflow
- 🛠 Create your own - SIG Lite Assessment Workflow
- 🛠 Create Your Own - DORA Risk Assessment Workflow