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Workflow Designer

Build contracting workflows

Workflow Configurations

  • Workflow Designer Preview Mode Overview
  • Use the Lifecycle Preset in Workflow Designer
  • Workflow-assigned Roles and Responsibilities
  • Workflow Library Overview
  • Configure Workflows to Create Contract Relationships
  • Workflow Configurations Overview
See all 17 articles

Document Tab

  • Common Formula Use Cases
  • Default Workflow Properties
  • Fields and Conditions Overview
  • Document Tab Overview
  • Manage Multiple Documents
  • Playbooks Overview
See all 13 articles

Create Tab

  • Customize Form Fields in Workflow Designer
  • Create Tab Overview
  • Form Types in Workflow Designer
  • Configure Workflow and Record Access in Workflow Designer
  • Add a Counterparty Form
  • Types of Form Fields in Workflow Designer
See all 12 articles

Review Tab

  • Review Tab Overview
  • Configure Approvers
  • Build Conditional Role Assignments
  • Manage Download and Share Document Permissions
  • Customize Default Email Templates for Shared Documents

Sign Tab

  • Sign Tab Settings in Workflow Designer
  • Configure Signatures
  • Signature Coordination Overview
  • Configure Signature Coordinators
  • Enable Signature Reassignment
  • Configure Reply-To Name/Email on DocuSign Signature Request Emails
See all 12 articles

Archive Tab

  • Understanding Archive
  • Record Type Overview
  • Manage Archive Record Properties
  • Manage File Names and Paths
  • Enable Auto-Archive in Workflow Designer

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