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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.

Template Settings (Workflow Model Settings)

Within the workflow builder, you can make changes and access template settings by selecting the wheel/gear icon for workflow model settings on the template being edited. The wheel/cog icon is located in the top right corner of the builder view and will allow you to set:

  • Template description – Used to describe how this template works or what it does. Can be viewed by hovering over the template name prior to running the workflow
  • Workflow Title – Used by adding property names from your starting web form to enable search terms on the dashboard to locate instances
  • Expiration Timer – Used to set a date when the workflow will be cancelled automatically. Best used for abandoned workflows to keep the in progress tab clean and simple