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Collect information to use in contracts and agreements.

Create contracts swiftly through templates, AI, or create and edit your own.

Route contracts seamlessly for editing, review, and approval.

Easily work with internal and external participants to edit and redline contracts in real-time

Capture secure, compliant, and legally binding signatures on any device.

Connect to the systems you use daily, or build into your application with our APIs.

Getting Started with the Workflow Builder

Your workflow can be highly customized to match each step of your business process. To do this, we build out those steps using building blocks referred to as Task Types and pair them together.  The most commonly paired task types used to assemble steps and automate work are:  Webform, Email, and Fill and Sign.
This powerful combination will:
  1. Collect data such as emails for use in the workflow.
  2. Send an automated email with an action button to link to a task for the email recipient.
  3. Display a task type for the participant to do work.
Even very large and complex business processes will include such combinations, possibly repeating many times to help participants through a large process.

Tips for Using the Workflow Builder

Use these tips to get started in the Workflow Builder:

  1. Your workflow begins by inserting your first task, which will typically be a webform task. Using a webform, you can collect email addresses for the roles you’ll use in later in the process.
    • Rename your web form to identify the purpose of this form.
  2. Edit your start form.
    • Change the email field in the start form to be a required field and a data type of email, otherwise the emails collected will not be available in later steps.
  3. Next, you’ll want to assign a property name to the email fields that is easy to remember.
  4. Return to the Workflow Builder.
  5. Your next step in the process may be an email step. In order to show a Fill and Sign or other user-facing task to a participant in your workflow, you will need to tell that person that they have work to do and add a link (button) in the email.
  6. If the only email option on the To or CC fields is ‘Originator Email’, review steps 1 through 3 in this section.
  7. The email button will link to a step in the workflow template. For example, this could be a Fill and Sign step to allow the email participant to fill a form or sign a document.
  8. The Fill and Sign step must be changed to the email field defined on your start form.
  9. Finally, it’s time to publish and run your workflow!

Related Information

All About Workflows (Quick Reference)

Need more help getting set up? Contact us for assistance from our customer support team.