Workflows

Learn how to configure and use workflows to structure and digitise your key processes using our Best Practice templates or from scratch

Introduction

• Kanban Workflow Engine - An Introduction
• An Example Contract Approval Form (CAF)
• Creating a Workflow Diagram 📐

Basic Configuration

• Create a Workflow
• Add Phases to a Workflow
• Set up a Form within a Workflow
• Configuring Workflow Actions
• Configure Workflow Transitions
• Configure Workflow Notifications
• Create a Workflow Group
• High-Level Workflow Build Process

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

• Configure Workflow Public Forms
• Configure a Workflow Trigger
• Start Date Anniversary Triggers ⚡️
• "Personalised" Touchless Contracts™ Links

Improving the User Experience ✨

• How to Add Help Text to Workflow Forms
• Workflow Notifications - Add Markdown and Dynamic Content

Using Contract Actions

• Create 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

Collaboration

• Workflow Phase Collaborators
• Workflow Messaging

Workflow Management

• Workflow Icons
• Archiving a Workflow Card
• Testing Gatekeeper

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