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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.

Share a Workflow

A workflow is a “master plan” outlining all the steps and transitions in your workflow. Workflows are designed for and owned by specific workspaces. While your workflow is being designed, other workspace members cannot see or access it. Once you publish the workflow, it’s available for your workspace members to run instances of that workflow.

Before You Begin

First, you need to create and complete your workflow.

Publish a Workflow

  1. Once you’ve added and configured all of the steps your workflow needs, click Publish in the upper-right corner to make it available to workspace members.
  2. At that point, members of the workspace that owns the workflow will see it available to run in the dashboard.
  3. If you need to edit the workflow, you can select it and then either select Edit Workflow or click the pencil icon.
  4. You’ll need to Publish it again if you make any changes.
    Note: Keep in mind that any workflow instances that have been run prior to your edits will not be affected by your changes; subsequent runs will include your published changes.

Related Information

All About Workflows (Quick Reference)

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