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Contract Status Update   
Page last modified on Tuesday, February 12, 2019 9:38 AM (by Nash DeVita) (initially created on Tuesday, February 12, 2019 9:28 AM)
Assigned to: Document Collaboration Gateway Settings & Functionality (Internal Users)
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Contract Status Updates

When establishing a flow/group for eApproval and/or eSignature, an admin can set a status value update for the document's associated contract record to be set when the group has completed its task(s). A status update can help drive internal workflow or simply operate as an indicator of approval/signature status for the record.

Establishing Status Updates

1. From the template's side menu, click E-Approval Flow/Group or E-Signature Flow/Group as applicable.

 

2. For the appropriate approval/signing group, click Group to access the details window for that group.

 

3. The Group Details pop-up window displays. Open the On Complete Set Status pick-list and select the desired status to be set upon group completion.

4. Click Save Group Info.

 
   
 
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CobbleStone Software |  Contract Insight Wiki |  version: 17.1.1.171020
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