Utilize the Send Documents & Contracts action in Workflows to generate contracts for your contacts. With this action, you can send contracts immediately or save the contract as a draft for review. By doing so, only the designated individual will have access to review and finalize the documents before they are sent, ensuring accuracy, compliance, and a streamlined approval process. This feature simplifies contract management, reduces errors, and enhances security by limiting access to sensitive documents. Let’s dive in!
How It Works #
Navigate to the Automation > Workflows section in your account, then create a new workflow or select an existing one from the list. Once the builder loads, add the relevant triggers and preceding actions. Next, click the plus icon and add the Send Documents & Contracts action to your workflow.
Action Name #
Update the Action Name to accurately reflect its function and purpose.
From User #
Choose the user whose name and email address should be associated with the template.
Template #
Select the template you wish to send. Please note that this field will only display templates that have been created in the Payments > Documents & Contracts Templates section of your account. Ensure that your template has been added to that section beforehand.
If selecting a template with fillable fields assigned to the sender, select either “From User” if the signer should be the workflow sender, or “Template Owner” if the signer should be the user who last updated the template under “Assign Sender Fields To.”
Sending Mode #
Choose whether to send the document to the contact once the workflow step is activated or to save it as a draft for approval. Choose the channel you want to use for sending. You can pick between email, SMS, or both.
Finally, click save to retain your changes. Don’t forget to publish and save the workflow to streamline the issuing of your documents & contracts!
Frequently Asked Questions #
What does the Send Documents & Contracts action do? #
It generates and sends contracts to your contacts within a workflow, either immediately or saved as a draft for review and approval.
Where do the available templates come from? #
The Template field only shows templates created in the Payments > Documents & Contracts Templates section, so add your template there first.
Who is set as the signer for sender-assigned fields? #
Choose “From User” if the workflow sender should be the signer, or “Template Owner” if it should be the user who last updated the template.
Can I send the document for review before it goes out? #
Yes. Use the Sending Mode option to save the document as a draft for approval instead of sending it immediately.
Which channels can I use to send the document? #
You can send via email, SMS, or both, depending on the channel you choose.
How do I activate the action? #
Click save to retain your changes, then publish and save the workflow to start issuing documents and contracts automatically.
