Properties in Workflow Designer

What are properties?

Properties are data points that store information about a contract. In Workflow Designer, you use properties to collect information, populate contract documents, apply workflow logic, and search or filter contract data.

Properties connect several parts of a workflow:

• Forms: A form question stores the user’s response in an associated property.

• Documents: A property tag replaces text in a template with the property’s value.

• Conditions: A property value can determine when a question, clause, or workflow step appears.

• Formulas: A property can calculate a value from other properties.

• Records: Properties can be stored as metadata and used to search or filter records.

Property Types

A property’s type determines what kind of information it stores and which form question can use it.

For the complete list of types, see Property Types in Workflow Designer.

Default Properties

Some properties may already be included in a workflow configuration:

• Counterparty Name is required and cannot be removed.

• Counterparty Signer Name and Counterparty Signer Email are included in new workflow configurations and can be removed.

• The Lifecycle Preset adds properties and conditions for tracking contract status and renewals.

Property Color Indicators

Property colors indicate how a property is configured:

• Green: Standard, non-signer property.

• Blue: Company signer property.

• Purple: Counterparty signer property.

• Yellow: Standard property assigned to a signer.

• Red: Configuration error that must be resolved before the workflow can be used.

Yellow property tags are different from yellow warning indicators, which identify workflow warnings.