Workflow Manager

• Customizing Email Content
• Getting Started With The Workflow Manager
• Creating New Contract Types from Workflow Manager
• Duplicating Workflows in SpotDraft
• Viewing the published version of a workflow
• How to Discard Unpublished Changes in a Workflow

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• Improved Naming for Express Contracts in SpotDraft Workflows
• Creating a Template Workflow in SpotDraft
• Creating Contract Templates with Draftmate
• Setting Contract Title Formats on SpotDraft
• Setting Up a Workflow with Multiple Questionnaires in SpotDraft
• Inserting Signature Blocks in Your Templates with DraftMate

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• Linking Contract Types to Third-Party Paper Workflows (Mandatory Update)
• Creating a Third-Party Paper Workflow in SpotDraft

• Managing Conditions with the Condition Library
• Supported Functions in Advanced Condition Builder
• Using Advanced Mode in Condition Builder

• Setting Up Approval for Contracts Executed Offline
• Setting Up Approvals and Reviews in Workflows
• Setting Up Approvals with Conditional Assignment
• Understanding Pre-Send and Pre-Sign Approvals in SpotDraft (Legacy)
• Setting Up Approvals in SpotDraft (Legacy)
• Setting Approval Preferences in SpotDraft (Legacy)

• Introduction to Contract Metadata in SpotDraft
• [Coming Soon] Global Metadata
• Merging Metadata Fields

• Migrating Your Signature Setup to Workflows
• Setting Up Signature Settings in Workflows