Standard Workflow Guide for eSigners (New Contract Approval & Record Maintenance Workflows)

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• Standard Workflow Guide for Approvers (New Contract Approval & Record Maintenance)

  The attached guide includes an overview for the two components of the standard workflow- New Contract Approval and Record Maintenance. This guide is for workflow participants that would be involved in approving the contract or its related documents.

• Standard Workflow Guide for Editors (New Contract Approval & Record Maintenance)

  The attached guide includes an overview for the two components of the standard workflow- New Contract Approval and Record Maintenance. This guide is for workflow participants that would be involved in editing the contract or its related documents.

• Standard Workflow Guide for Initiators (New Contract Approval & Record Maintenance)

  The attached guide includes an overview for the two components of the standard workflow- New Contract Approval and Record Maintenance. This guide is for workflow participants that would initiate a contract request.

• Standard Workflow Guide for Signers (New Contract Approval & Record Maintenance)

  The attached guide includes an overview for the two components of the standard workflow- New Contract Approval and Record Maintenance. This guide is for workflow participants that would be signing the contract and/or its related documents. Please ...

• Entering a New Contract Record

  Contract records can be entered at any stage in the contracting process. This guide provides the steps for entering a new contract record from the Contract app. Please note this is a manual entry process meaning there is no routing or workflow ...