Introduction
SpotDraft's Workflow Manager is a powerful tool designed to automate and streamline your contract lifecycle processes. Whether you're managing contracts created by your organization or collaborating on a third-party paper, Workflow Manager empowers you to control every step of the journey with efficiency and accuracy.
What is Workflow Manager?
Workflow Manager is a flexible, no-code system that allows you to create custom workflows tailored to your specific needs. Think of it as a blueprint for your contract processes, guiding documents through a series of defined steps, approvals, and actions.
Why Use Workflow Manager?
By implementing Workflow Manager, you can:
- Improve Efficiency: Automate repetitive tasks, eliminating manual processes and saving valuable time.
- Boost Collaboration: Clearly define roles and responsibilities, ensuring everyone knows their part in the contract lifecycle.
- Reduce Errors: Minimize human error through standardized processes and automated checks.
- Gain Visibility: Track the progress of contracts at every stage, giving you real-time insights into your workflow.
- Simplify Contract Management: Organize your contract documents and associated information with ease.
Types of Workflows
Workflow Manager supports two types of workflows:
- Template Workflow: Ideal for creating contracts based on pre-defined templates, such as standard employee agreements or NDAs. This workflow helps you quickly and consistently generate contracts using your organization's approved templates.
- Third-Party Paper Workflow: Designed for managing external contracts, allowing you to upload and track third-party documents for review, signature, and other required actions.
Next Steps
To get started with Workflow Manager, explore the feature in SpotDraft and begin building your first workflow. We encourage you to familiarize yourself with the different types of workflows and how they can help optimize your contract processes.
If you need additional assistance, please contact your Customer Success Manager for guidance.