Contract Workflow precedes the Contract Acceptance Stage. You can customize thee contract workflow by including as many stages as needed, such as:  

  • Contract Terms Review  

  • Internal Review  

  • Compliance Review  

Learn how to create one in this article.


Steps:


1) Contract workflows depend entirely on the standard workflow, which can be created by navigating to Contracts > Contract Workflows.




2) Go to Contracts > Contract workflows > Add Contract Workflow



3) Next, you will see the familiar interface for configuring the contract with stages.



Learn how to create a workflow from scratch here.



Linking Contract Workflow to a Contract


Once you have created your workflow, you can link it to the template. 





Support/Resources


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