Fill In and Track Additional Values Using Intake Forms

To upload a third-party paper using the intake form in SpotDraft, follow these steps:

Step 1: Click on the "+ Workflow" button and select "Third-party paper" from the dropdown menu.

Step 2: Upload the contract and complete the intake form questionnaire. The questionnaire will include questions about the counterparty, deal size, priority, and more.

Step 3: After filling out the form, click on "Upload" to complete the uploading process. By following these steps, you will successfully upload a third-party paper using the intake form on SpotDraft.

All the details added in the intake form questionnaire can be tracked in the key pointer section of the contract.