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Help Docs

Workflows

Workflows

Workflow Notifications - Markdown & Dynamic Content

Workflows

Workflow Phase Approvals

How to Add Help Text to Workflow Forms

Workflow Conditional Owner Authorisation

Archiving a Workflow Card

Workflow SLA Timers

Kanban Workflow Engine - An Introduction

Creating a Workflow

Setting up a Form within a Workflow

Adding Phases to a Workflow

Configuring Workflow Actions

Configuring Workflow Notifications

Configuring Workflow Transitions between Phases

Configuring a Workflow Trigger

Making your Form Public

An Example - Contract Approval Form (CAF)

Creating a Workflow Group

Utilising Custom Data within Workflows

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eNegotiate & eSign

Creating an eNegotiate and eSign Workflow using Templates

Contract Request Form

Creating a Contract Draft with eNegotiate Drafts

Creating a Contract Draft with Associated Drafts or Files

Configuring Contract Templates

Contract Draft Review | External & Internal

Configuring eSign

Initiating eSign from a Workflow

Publishing a Contract Draft - Upload PDF

Publishing a Contract Draft - Convert MS Word to PDF

Force Contract Reviewers to use Track Changes

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Collaboration

Workflow Messaging