10.2
Accessing Workflow Configuration
After completing the document content, users can configure workflow.
To access workflow:
Step 1
Open the finished contract inside the editor.
Step 2
Click Create Workflow
The workflow panel opens.
The workflow configuration is divided into four sections:
-
Collaborators / Approvers
-
Signatories
-
CCs
-
Post-Sign Actions
This creates a structured approval and execution path.
Figure Image 9.2 — Workflow Configuration Panel
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