Objectives
- Connect contra workflow statuses to initiate the approval and signature center
Steps
Contra users now have the ability to connect Workflow Statuses with Approval and Signature Center Statuses. This means that Workflow Statuses can now trigger the initiation of approvals and signatures.
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Once the linked statuses are configured, they will be automatically applied to all new contracts created under the selected workflow.
You will notice that the approval and signature center for these contracts will have a status of "Not Started" initially. As the contract progresses through the defined workflow statuses, the corresponding statuses in the approval and signature center will be updated accordingly, ensuring that the process starts at the appropriate stage.
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