Sending an agreement with a workflow starts on the Home page by selecting the Start from library button and then selecting the workflow you want to use.
Once you select a workflow, a modified Send page displays, showing the customized recipient order, any custom instructions, attached files, and so forth.
From the Home page:
The Send page displays:
In the example Send page shown above, the following customizations are displayed:
A. From the Workflow Info section:
○ The Workflow Name (GlobalCorp Service Contract <50K) at the top.
○ Instructions for the Sender (This workflow is used for contracts under 50K...).
B. From the Agreement Info section:
○ Custom Agreement Name (GlobalCorp Service Contract).
○ The Message (Please find attached the service contract...).
○ The completion deadline.
C. From the Recipients section:
○ The custom labels for the recipients (Signer and Counter Signer) and for the certified recipients (Legal team) display.
○ The email address is hidden when the sender is one of the signers, listing "Myself" instead.
○ The email addresses for the recipient group (Legal team). Preconfigured members are displayed. Optional additional recipients can be entered as indicated by the Enter recipient email text.
○ An uneditable CC'd party.
D. From the Documents section:
○ The name of the pre-attached contract (Service Contract) displays in the Documents area.
○ The name of the file that the sender must upload, the Referral Document, also displays with a link to solicit the file upload.
E. From the Sender Input Fields section:
○ The fields defined are displayed in the Fields area.
○ The default value is imported but editable.
Complete the fields that are required by your workflow.
In the example above, that would be:
Click Send.
Optionally, check the Preview & Add Signature Fields box and make modifications to the form fields, then click Send.
Review, update, or otherwise manage the new agreement from the Manage page just as with any other agreement.
