Let’s look at how the process works.
1. When setting up any Pre-fill or Post-fill bots, you need to specify the conditions for bots to be activated. In addition to the standard conditions available for other document types, you can set special conditions depending on the contract stage.
Once selected, specify a document for which the Flow will run.
Then, select the stage of a Contract document such as Under negotiation or Ready to sign:
Selecting Under negotiation will activate a bot when the contract is still a DOCX in the current revision.
Selecting Ready to sign will activate a bot when the Contract document is still a PDF in the current revision.
Proceed with setting up the bot. Then select Apply set up when finished.
That’s it! The bot will be instantly activated depending on the Contract stage you’ve specified in your settings.
2. When setting up any Export bots and Email notification bots for workflows containing contracts, it is possible to attach your contracts to a destination of your choice in the desired format such as DOCX or PDF.
To do so, check the conditions for bot to be activated. Here it’s required to select a condition related to the contract stage (Under negotiation / Ready to sign).
If Under negotiation, an Export bot will be activated on a revision when the contract is still in DOCX. The DOCX document with all trackable changes will be instantly attached to the desired destination and can then be downloaded.
If Ready to sign, an Export bot will be activated on a revision when the contract document is in PDF. The PDF document will be instantly attached to the desired destination and can then be downloaded.