Creating a Template Workflow in SpotDraft

This help article will guide you through the steps of creating a new Template Workflow in SpotDraft. Template Workflows are a powerful tool that allows you to quickly generate contracts by using a questionnaire to populate data into a premade template document.

Getting Started:

1. Navigate to the "Manage" Menu: Hover over the "Manage" menu to the left of the SpotDraft screen.

2. Select "Workflow Manager": Click on "Workflow Manager" in the menu.

3. Set Up a New Workflow: Click the "Set Up New Workflow" button in the top-right corner of the Workflow Manager page.

1. Choose "Template Workflow": Select the "Template Workflow" option.

2. Give Your Workflow a Name: Enter a descriptive name for your workflow. For example, "Employment Agreement Workflow".

3. Add a Description (Optional): You can add a brief description to help users identify the workflow.

4. Select a Linked Contract Type: Choose a contract type that you want to be associated with this workflow. You can either select an existing contract type or create a new one by typing it into the field.

5. Start Setup: Click the "Start Setup" button to continue setting up your workflow.

6. Upload Your Template Document: After clicking "Start Setup", you'll be prompted to upload your template file. Drag and drop your .docx file or click "+ Upload .docx" to select the file from your computer.

Setting Up Parties: After uploading your document, Set Up Parties: You'll be directed to a page where you need to define "Your Company" and the "Counterparty" for this workflow.

Add Details for Your Company:

Specify Counterparty Type: Choose whether the counterparty is an organization or individual. This setting determines which counterparties can be added and selected when using this workflow - only counterparties matching the selected type will be available. To allow selection of both types, you can set this to accept both organizations and individuals.