How to save your contract workflow

Where you find yourself repeatedly putting in the same information when Sending a document, then contract workflows are for you.

With this feature you save your document workflows so you can quickly re-use them, and optionally share them with other team users. A workflow is basically a Send Page frozen at a certain moment.

Saving workflows is very easy and will save you and your team lots of time, and reduce the scope for human error.

To create & save a workflow, visit the Send page , add your template documents as usual, and fill the page up with all the data EXCEPT anything you will want to change later, then simply select to 'freeze' it at the foot of the page.

If you already have used the Send Page before, then there's nothing to it. You're doing the same thing but just saving that page at any point.

You will find your saved workflows, and workflows shared in your team on the Send page , just below where you select your first document.

An example of where this will be useful for example is where the same person is always second signer for certain contracts. Or you may want to apply a different automated reminder schedule for a given contract.

In short, anytime you find yourself filling out the same details in the Send Page, consider creating a workflow.

Watch this short video about how to create a workflow for the documents you are sending to be signed. In this situation the same two documents are being sent with the same second signers, and the same set of reminders schedules:

How to save your workflow - watch on Youtube