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First, go to the System Settings, then Manage Workflows under the Contracts & Documents settings.
From this page, you will be able to manage and add your workflows.
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You need to provide the name of the Workflow and which Type of agreement(s) it applies to.
Add Workflow Statuses:
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Choose from the list of predefined statuses or add new ones on the fly.
Adding a new status requires specifying some details such as its name, category, and type.
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Statuses should be nested under one of the three main categories: Open, In Progress, and Done. |
Statuses could also be Global or Transitional. By default, all the added statuses will be Transitional unless you check the Global type.
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Once adding the new Workflow, you can now manage and customize it.
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Start Point Status, is the first workflow status of the contract once created. |
You have the option to add, view, edit, or delete transitions associated with the Transitional statuses at the status level.
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