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Academy
Release Notes
SpotDraft
Workflow Manager
Workflow Manager
Introduction to Workflow manager
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How to Discard Unpublished Changes in a Workflow
Introduction to DraftMate for Contract Templates
Configuring Template Workflow
Setting Up a Workflow with Multiple Questionnaires in SpotDraft
Inserting Signature Blocks in Your Templates with DraftMate
Inserting Conditional Statements Using DraftMate
Managing Party Information Questions in SpotDraft Workflows
Creating a Template Workflow in SpotDraft
Displaying Dropdown Options Based on Conditional Logic
See all 8 articles
Configuring Upload Workflow
Creating a Third-Party Paper Workflow in SpotDraft
Configuring Approvals
Supported Functions in Advanced Condition Builder (Beta)
Using Advanced Mode in Conditions Builder (Beta)
Setting Up Approvals in New Approvals System on SpotDraft (Beta)
Understanding Pre-Send and Pre-Sign Approvals in SpotDraft
Setting Up Approvals in SpotDraft
Setting Approval Preferences in SpotDraft
Configurring Contract Metadata
Introduction to Contract Metadata in SpotDraft