New Filters and Status for Documents and Contracts in Workflows

What’s New? / Key Features / Benefits:

• Users will now be able to select a Template from the list of templates made by them in the Documents and Contracts section while configuring the workflow.
• This will enable users to configure different workflows for different templates

• Users will now be able to trigger a different workflow based on whether the document is being sent to the Recipient Contact or the Business User itself

• Users will now also be able to trigger different workflows based on the fact that the document has been viewed or not by the recipient

• Filter: Recipient Type, Template Type: Customize the filter based on Recipient Type and template type to have different workflows for different types.

• New Status: Viewed: Customize the workflow based on whether the recipient contact has viewed the document or not by configuring the status to viewed.