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Therefore, open the System Settings→ Contracts & Documents→ Manage Workflows
On this page, select the workflow you need to use, and click Link Statuses.you have two options to Link Statuses or Unlink Statuses.
Unlink Statuses: Contracts will be automatically updated to return to the "awaiting approval" status If the link status is deactivated while the approval/signature centers have not yet started.
Link Statuses:
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Learn how to add and manage contra workflows here. |
To initiate various approval and signature center processes, it is necessary to fill out the related workflow statuses
Additionally, you have the option to activate only the approval center.
Once the linked statuses are configured, they will be automatically applied to all new contracts created under the selected workflow.
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