We’re updating the Workflow Page to make it faster and easier for users to see the workflow’s and get to the right documents & actions needed to shepherd a contract to completion. These are visual and layout improvements only—underlying workflow behavior, permissions, and actions remain the same.
Change Summary
- Updated look and feel to allow for more focus on documents
- Turn Tracking moved into Progress Banner
- Contract stage progress steps are moved into the Progress Banner
- Expand “Expanded Details” by default
- Removed the large thumbnail image from the Documents area, but added one to each document
- Progress Banner is hidden on completed workflows
- "Refresh from source" button is always displayed when there are integrations
- Update what archivers and non-archivers see in progress banner in Workflow and Dashboard for clearer calls to action
Why this change matters
These changes are a direct response to customer feedback on the prior Workflow Page redesign, particularly around difficulty finding documents, understanding overall workflow progress, and knowing where to act next.
This helps users to:
- Easily find out the status and turn of the contract
- Easily find the contract documents, so that I can do my tasks as quickly as possible.
We co‑designed these updates with customers who escalated usability concerns and validated that this direction improves the experience. This release is one step in an ongoing series of usability improvements to the Workflow Page.
There are no changes to workflow functionality—only how information is displayed.
- All actions remain where users expect them, except for Turn tracking, which has been intentionally moved into the Progress banner for better visibility.
The update is included for all CLM customers at no additional cost, and will be enabled across all production stacks (Demo, NA1, EU1).
Interface Comparison
Existing Interface
New Interface