Setting up an Express Contract

Step 1: Select the contract 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.

• 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: Review the Contract Workflow details

• Review and verify the "Workflow Details". This section contains the basic information for this contract workflow.

• You can also view the contract input questions that are required to be filled up by your company and the counterparty for the contract through the "Setup Document & Questionnaire" section.

Step 3: 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"

• 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 4: Sharing the Express Contract URL link for getting contracts signed

• 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.