This article will walk you through how to control the questions asked about the parties involved in a SpotDraft workflow. As a legal/admin user, you can set these questions to gather the right information and streamline the contract creation process.
Step 1: Navigate to your Workflow
- Log into SpotDraft and find the workflow you want to manage. You can use the search bar at the top of the screen to find it.
Step 2: Edit the Workflow Settings
- Click on the Set Up Document & Questionnaire section within the workflow.
- You will see a few options; click on Set Up Questionnaire
Step 3: Manage the Questions
- Choose the party: SpotDraft allows you to manage questions for "Your Company" and "Counterparties." Click on the party you want to adjust.
- Review the questions: You'll see a list of pre-defined questions that will be asked in the workflow.
- Make adjustments: For each question you can configure the followin:
- Question Title: This is the text displayed to the user.
- Required?: You can set whether the question is required for the workflow to continue or if it's optional.
- Shown to counterparty?: This option allows you to decide whether the answer to a question is shown to the other party in the contract.
Important Tips:
- Clear and Concise Questions: Ensure that the questions are clear and easy for users to understand.
- Necessary Information: Only include questions that are essential for creating the contract correctly.
- Data Privacy: Consider data privacy regulations and only ask for information that is relevant and necessary.
Key Terms:
- Workflow: A set of automated steps for creating a contract.
- Party: The individuals or entities involved in a contract.
- Questionnaire: A series of questions used to gather information for the contract.