How to Create Options for Clause and Attach Workflow with It?
  • Updated on 25 Jun 2020
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How to Create Options for Clause and Attach Workflow with It?

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You can create multiple options for clauses and use them in documents as and when you require them. For example, you can have three different clause options for three different pricing terms such as Clause A, B, C. While your user creates a deal document, you can choose which clause (A, B, or C) you want to associate with the document.

  1. Select the template for which you want to add an option for the clause.

  2. Select the clause, then click Add Option To This Clause.

    1573210048461-Screenshot_2019-11-08_at_4.03.27_PM1.png

  3. The ADD Clause Options window is displayed on the right pane.

  4. Enter the clause name and clause description.

  5. Select the Clause type from the Clause Type list. (optional, text area/free text, multi-select, single select)

         1573816707840-Screenshot_2019-11-15_at_4.41.25_PM1.png

  6. The clause option is displayed on the right pane of the page.

  7. Select the clause option, then click Attach Workflow.

        1573816938735-Screenshot_2019-11-15_at_4.51.57_PM1.png

  8. In the Add Workflow window, select the condition for which you want to create approval flow.

  9. From the Actions window, select whether you want sequential approval flow or parallel approval flow.

  10. Select approvers from the list. If you want more than one approver, click + ADD ANOTHER APPROVER.

  11. You can also select a group as an approver.

In parallel approval, the document can be approved parallelly. You select sequential approval, the approval flow will be based on the hierarchy you select. Only after the first approver approves the document, it will be sent to the second approver. Suppose you select a group that consists of three members as approvers, and if one of them approves the document, it will be considered approved and move to the next approval or move to the approved status.

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