Setting up an Express Contract
Welcome to our guide on setting up Express Contract Templates. These templates streamline the process of sending pre-signed, non-negotiable contracts to multiple parties. Let's get started!
Step 1: Select the Workflow for which you want to create Express Contracts
- Use the shortcut Cmd+K (Mac) or Ctrl+K (Windows) and type "Workflow Manager". Enter "Workflow Manager" and select the contract workflow you want to convert into an Express contract.
- Alternatively, go to the sidebar menu and navigate to Manage > Workflow Manager. Then, select the contract workflow you desire.
NOTE
- Only "Template workflow" types that are in the "Published" state can be converted into Express contracts.
- You cannot create an Express Contract for contracts of the “Third-Party Paper Workflow” type.
Step 2: Creating Express Contract templates for the selected contract workflow
- Go to "Additional Options" and select "Express Contract"
- If there are any existing Express Templates for this Workflow, they will be displayed here.
- To create a new Express Contract, click on "New Draft"
Fill in Party Information and other basic inputs from your end
- Complete the required "Party Information".
- You can enable "Auto-Sign" if you want the documents to be signed automatically when you send them to a Counterparty. If this option is disabled, the signatory will need to sign manually.
- Specify whether the counterparty is an organization or an individual.
- Click "Next".
- Depending on the selected Contract workflow, answer the basic questions associated with it.
- After answering the questions, click on “Preview Contract” to see how the questionnaire responses appear on the contract. Some fields will be filled with a dummy variable within [square braces], which will be populated once the contract receives the Counterparties response.
- Click on “Create Template” to set up the "Express Contract".
Step 3: Sharing the Express Contract URL link for getting contracts signed
Your contract is now ready to be shared with counterparties for their inputs.
- Copy the "🔗Counterparty Shareable Link" and send it to any number of counterparties. They can fill in the required details and sign using the digital signatures embedded in the contract.
💡The counterparty can answer questions once they receive the link and authenticate themselves.
Sharing an Express Contract
Follow these two steps to share your pre-filled and signed Express Contracts within seconds:
Step 1:
- Use the shortcut Cmd+K (Mac) or Ctrl+K (Windows) and type "Express Contracts". Then select the Express Template.
- Alternatively, go to the sidebar menu and navigate to New > Express Contracts. Then, select the Express Template you require.
Step 2:
Copy the link located in the top right corner of your selected Express Template, and share it with your counterparties.
