This topic will walk you through how to manage third-party paper. This includes the paper source function in each Workflow Designer tab.
You can create workflow configurations that support your company’s paper, the counterparty’s paper, or both.
Paper Source: My Company’s Paper
If you only select My Company’s Paper, you can upload your company’s document and start building your workflow configuration.
Paper Source: Counterparty Paper
If you only select Counterparty’s Paper, the form builder adds the following questions by default:
Paper Source: My Company’s Paper & Counterparty Paper
If you select both My Company’s Paper and Counterparty’s Paper:
- You are prompted to upload a document for your company’s paper section.
- The form builder includes a question asking Will you be using our paper or the counterparty’s paper? at the top of the launch form. You can edit this question and the option labels, but you cannot add or remove options.
- A conditional question is added to provide your counterparty with the opportunity to upload their document.
Paper Source Function in Various Stages
Document Tab (Workflow Designer)
In the Document tab, you can update an existing workflow configuration that uses your company’s paper. Click the Settings icon above your existing paper.
Create Tab (Workflow Designer)
When you select both Counterparty’s Paperand My Company’s Paper, the launch form includes two additional questions:
- The form builder includes a question asking Will you be using our paper or the counterparty’s paper? at the top of the launch form. You can edit this question and the option labels, but you cannot add or remove options.
- A conditional question is added to provide your counterparty the opportunity to upload their document.
Review Step (Active Workflow)
If you want to update your document, you must upload a document that is the same file type. For example, if you upload a PDF as your counterparty paper, you can only replace that paper with another PDF.
Note: The Paper Source selection cannot be adjusted once the workflow is submitted. This can only be changed in the workflow configuration.
Sign Step (Active Workflow)
If you select Counterparty’s Paper or Our Paper, at the Sign step, you are prompted to input the signers' information. If you want to learn more about how to send documents out for signature, check out Collect Signatures Online. By default, Require Approval to Send Out for Signature is on. This means that your signature coordinator is required to send out the contract for signatures. If you want to learn more about the signature coordinator role, refer to Signature Coordinator Role.
Repository
All workflows have a record property called Paper Source. The Paper Source’s value is Our Paper or Counterparty’s paper. You can use this record property to distinguish between workflows that were completed using your paper or your counterparty’s paper.