Refer to the short step-by-step instructions below to get started:
1. Open application and select Start. Then, select Design workflow.
This will allow you to to create repeatable business processes that include documents, complex routing, and automation (such as pre-filling, exporting etc.)
Note: The Send documents and Create template options are disabled for the Contract Negotiation functionality.
2. The modal window for adding documents will open. Select Add documents to add your first document.
In the Add documents modal window, select Contract Negotiation to create a new document from scratch.
To upload a DOCX document with existing tags (30 MB max), select Computer in the Upload form section.
Note: When uploading a DOCX document, be sure to enable Redline mode in the editor to activate Contract Negotiation. Otherwise, the DOCX template will only be available in Document Generation mode.
To select documents from the library, select Library in the Upload form section. When in the library, switch to the Documents and contracts tab. Then, select the document you need by clicking Use form.
You can filter the contract templates by US state.
Once the document has been added, the online editor will open where you can:
edit existing tags in the uploaded DOCX documents
Note: When uploading a DOCX document, be sure to enable Redline mode in the editor to activate Contract Negotiation. Otherwise, the DOCX template will only be available in Document Generation mode.
You can also:
temporarily hide a document (the document will be hidden until specific conditions are met)
download the original version of a DOCX document (along with edits made in the online editor)
rename the document
create a document copy
delete the document from the workflow
To do so, go to the Documents tab and click the three dots next to your document. Then, select the option you need.
To add another document, select Add document in the Document and forms tab.
Once you’ve finished editing, select Save.