Negotiation, redlining & approval — found from sitemap — DiliTrust Contracts

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Facts read from this source

• Standard workflows Report an error

  “it is possible to set up predefined workflows (also called standard workflows).”

• Standard workflows criteria Report an error

  “These workflows are suggested to your users based on specific criteria, defined by the administrators of the platform.”

• Personalized workflow roles Report an error

  “Depending on your role on the platform, you can launch a personalized workflow to not be restrained by those standard (like administrators, lawyers, and business managers.)”

• Workflow duplicate Report an error

  “Select a workflow and at the top of the page, click on the 'Copy' icon. Name the new copy created. The new workflow will have the same settings as the original one.”

• Workflow conditions Report an error

  “These conditions must correspond to either a document type or an attribute in your summary sheets.”

• Workflow amount range setup Report an error

  “If you wish to set up workflows depending on an amount range, you must set up this field in the summary sheet. To do so, contact the support team.”

• Workflow validation steps Report an error

  “You can create one or more validations steps. For each step, you can one or more people/team(s).”

• Workflow anyone everybody Report an error

  “Anyone: Only one person among those indicated needs to validate the document to move to the next step. Everybody: Every person indicated needs to validate to move to the next step.”

• Workflow validator account required Report an error

  “The validator must be a user with a DiliTrust account. You can also add the document owner as the validator.”

• Workflow cc recipients Report an error

  “you can add in copy people (CLM users or external people) to keep them updated on the validation process. Note that if they are not users or do not have the rights to the document, they will not be able to access the contract.”

• Workflow signature account Report an error

  “A DiliTrust account is not mandatory for them to sign a document.”

• Workflow signature steps Report an error

  “You can create one or more signature steps. Only one signatory can be added at each step.”

• Workflow limits Report an error

  “The number of conditions, validators and signatories is not limited.”

• Workflow condition examples Report an error

  “Type of document Country Contract amount Business Unit Department (Legal, Purchasing) Contract amount”

• Workflow amount based routing Report an error

  “If the amount is between 1 000 and 2 000 euros, the document is validated by Validator a then Validator B. However, if the amount is superior to 2 000 euros, then the document is Validated by A then Validator B and Validator C”

• Workflow multiple offered Report an error

  “Depending on the defined conditions, a user may be offered one or multiple predefined workflows, especially if their contract's conditions correspond to multiple predefined workflows.”

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Scores citing this record

• The Data Protection Officer Negotiation, redlining & approval
• The General Counsel Negotiation, redlining & approval
• The IT Integrator Negotiation, redlining & approval
• The Procurement Analyst Negotiation, redlining & approval
• The Sales Ops Owner Negotiation, redlining & approval
• The Skeptic Negotiation, redlining & approval