Easily automate the process of negotiating your contract documents between two or more steps using the workflow diagram. Doing so will allow you to automatically send your negotiated contracts to the same step as many times as you need.
Let’s see how it works using two example steps - an Employee and Employer:
1. Set up the first step (Recipient 1: Send to Employee in the example) by clicking the three dots and selecting Configure.
The settings for the first step will open. Assign fields to the step (the Employee).
Note: Be sure to leave the Revoke access checkbox in the Assign fillable fields section selected. This will allow for jumping between steps multiple times.
In the Recipient section, select send documents to email or phone (the email in the current example). Then, enter the recipient’s email.
In the Advanced settings, select enable the toggle next to Recurrence for the step to run more than once.
Finish your settings by clicking Apply.
3. Add the second step (Recipient 2: Send to Employer in the example). Repeat the settings you’ve configured for the Recipient 1.
4. Once steps have been configured, you’ll need to configure the negotiated or signed contract to return to the Employer. To do so, click the three dots next to Recipient 2 and select Jump to step.
In the Jump to Step modal window, click Select next to the step you need to jump to (Recipient 1: Send to Employee in the current example).
5. The Jump to Recipient 1: Send to Employee settings will open. Select send document to email or phone (the email in the current example). Then, enter the recipient’s email. The contract will be returned to the step with the email you've specified.
Then, configure the jump conditions. They will appear as follows:
You can also configure some additional conditions depending on when you need to stop the document looping between steps. To do so, in the Advanced settings section, disable the toggle next to Recurrence.
Once finished, your step settings will be displayed as follows:
According to your settings, the contract will be automatically returned from the Employee to the Employer and back, after all the conditions are met.