Create a New Third-Party Paper Workflow on SpotDraft

Here’s how you can set up a Third-Party Paper Workflow with Workflow Manager on SpotDraft

In this guide, we’ll see how you can upload third-party contracts using Workflow Manager.

 

So, let’s start.

 

• To create a new workflow, let’s fire up Workflow Manager from the sidebar under Manage.

 

 

• Click on New Workflow Configuration

 

• Fill in the details as shown below. Please select Third-Party Paper Workflow as the Workflow Type. You can choose to link multiple Contract Types for third-party uploads.

 

• (Optional) On the next page, you’ll need to set up the Intake form. The intake form collects all the necessary details of the third-party contracts. This helps business and legal users take appropriate actions and prioritize contracts with the given information.

 

• Click the setup button and add a new section to begin the intake form setup. You can add as many sections as you like.

 

• Enter the details of your question in the form below and click Create.

 

• Create a new section, and start adding your questions. To add a question, enter these details and click on Create.

 

• Once you’re done with the questions, head back.

 

• (Optional) Next up, let’s set up approvals. Head to the approval section by selecting Approvals on the left pane.

 

• To start adding approvals, click on your desired entity or select all entities. In this case, we’ll go with all entities. Click on Add Approvals

 

• Now, a new right pane will open where you can add approvers to the workflow. Just fill up the form and click on Save.

 

• That’s it. Your workflow is ready. To publish the workflow, select Publish workflow.

 

Last updated on August 10, 2023