- Paper Source: My Company’s Paper
- Paper Source: Counterparty Paper
- Paper Source: My Company’s Paper & Counterparty Paper
- Publishing the Workflow
- Launch Form
Third-Party Paper is supported in Workflow Designer. You can design workflows that support your company’s paper, the counterparty’s paper, or both.
To update an existing workflow template using your Company’s paper, click 'Edit Paper Source' from the document tab. If you already have a document uploaded, click the “Document” dropdown and then select “Edit Paper Source”.
Paper Source: My Company’s Paper
If you select ‘My Company’s Paper’ only, you will be able to upload your own document and start building your workflow template.
Paper Source: Counterparty Paper
If you select ‘Counterparty’s Paper’ only, the Form Builder will default with these questions:
Paper Source: Counterparty Paper & My Company’s Paper
If you select both ‘Counterparty’s Paper’ and ‘My Company’s Paper’ you will be prompted to upload a template for your company’s paper section, and the Form Builder will include a question asking for the paper source and a conditional question to upload the counterparty’s paper:
As you can see, the default question of “Will you be using our paper or the counterparty’s paper?” will appear at the top of the Launch Form.You can edit the paper source question and option labels, but you cannot add or remove options.
Note: This condition can be used to configure specific approvers based on who should approve if using counterparty’s paper.
The workflow template will also include a field called ‘Paper Source.’
In the Launch Form when the paper source is both Counterparty’s Paper and My Company’s Paper the Launch Form will appear as such:
If you would like to update the document, the workflow will only support uploads of the same type. For example, if a user uploads a PDF as the Counterparty Paper, only PDFs will be accepted in ‘Update Document.’
Note: The 'Paper Source' selection cannot be adjusted once the workflow has been submitted. This can only be changed in the Workflow Template.
If you select ‘Counterparty’s Paper’ at the Sign step you will be prompted to input the signers' information.
More information on how to send documents for signature can be found here.
If the selection on the Launch Form is ‘Our Paper’ the signature process will be the same as it is now with Workflow Designer. By default, ‘Require Approval to Send out for Signature’ will be on, meaning that your Signature Coordinator will be required to send out the contract for signatures.
More information regarding the Signature Coordinator role can be found here.
All Workflow Designer workflows now have a record property called Paper Source. The value will be “Our paper” or “Counterparty’s paper”. You can use this record property to distinguish between completed workflows that were done on your paper or on counterparty’s paper