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Workflows

Workflows

Kanban Workflow Engine - An Introduction

An Example - Contract Approval Form (CAF)

Basic Configuration

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

Workflow Phase Approvals

Workflow Conditional Owner Authorisation

Workflow SLA Timers

Configuring eNegotiate

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

Archiving a Workflow Card

Testing Gatekeeper