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Workflows

Workflows

Introduction

Kanban Workflow Engine - An Introduction

An Example - Contract Approval Form (CAF)

Creating a Workflow Diagram 📐

Basic Configuration

High-Level Workflow Build Process

Creating a Workflow

Adding Phases to a Workflow

Setting up a Form within a Workflow

Utilising Custom Data within Workflows

Configuring Workflow Actions

Configuring Workflow Transitions between Phases

How to Add Help Text to Workflow Forms

Configuring Workflow Notifications

Workflow Notifications - Markdown & Dynamic Content

Creating a Workflow Group

Making your Form Public

Configuring a Workflow Trigger

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Configuring Contract Actions

Creating an eNegotiate and eSign Workflow using Templates

Contract Request Form

Configuring Contract Templates

Configuring eSign

Advanced Configuration

Personalised Touchless Contracts™ Links

Adding Supplier Users on a Workflow

How to digitise your contract variation process

Workflow Phase Approvals

Workflow Conditional Owner Authorisation

Workflow SLA Timers

Configuring eNegotiate

Building your Workflow Copy

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Using Contract Actions

Creating a Contract Draft with eNegotiate Drafts

Creating a Contract Draft with Associated Drafts or Files

Force Contract Reviewers to use Track Changes

Contract Draft Review | External & Internal

Publishing a Contract Draft - Upload PDF

Publishing a Contract Draft - Convert MS Word to PDF

Completing Draft Negotiation - Upload Signed Document

Initiating eSign from a Workflow

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Collaboration

Workflow Messaging

Workflow Management

Workflow Icons

Archiving a Workflow Card

Testing Gatekeeper

Best Practise Templates

🛠 Create Your Own - Touchless™ NDA Workflow

🛠 Create Your Own - Supplier Onboarding Workflow

🛠 Create Your Own - Internal Contract Request Workflow

🛠 Create Your Own - Contract Renewal Assessment Workflow

🛠 Create Your Own - Contract Amendment Workflow

🛠 Create Your Own - MarketIQ Monitoring Workflow

🛠 Create Your Own - File Expiration Workflow

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