Utilizing custom Workflows and Checkpoints within Outlaw allows for companies to better streamline their processes and ensure of optimal quality assurance of their contracts/documents.

💡For more information on Checkpoints and how they work, click here.

How to create a Custom Workflow:

Step 1: Navigate to the Teams section of your Outlaw and then to the subsection labeled "Workflow" - select the New Workflow button to begin

Step 2: Name your Workflow and add in a description if desired. Descriptions can be helpful to those managing the Workflow and we suggest adding these in.

Step 3: Begin adding in your Workflow Steps - there will be a few items you are able to customize for each step

Item 1: Enter in your desired Step Key (required)
Item 2: Select the name of your Step
Item 3: Select the Color of your Step - this can be incredibly helpful for an at-a-glance view of where your contracts are sitting
Item 4: Enter in the description of your Step - this will be visible when users are moving through the steps in the Flow process
Item 5: Select the Functionality of this Step (See table below)

Be sure to tap update to save your progress

Step Functionality options

Description

Normal

Document variables & text are editable

Checkpoint

Apply Checkpoint group as a workflow step.

eSigning

Document is read-only and eSigning is enabled

Done

Document is read-only (locked)

💡Best Practice is to set up Steps in the following order: normal, checkpoint, esigning and confirm with you account manager that its set up correctly post build. Checkpoints are meant to be used as final sign-off on a document and if edits are needed (Normal Functionality), a user is able to switch between these Steps within Flow.

Enabling a custom Workflow on a Template

Once your Workflow has been created you can attribute this at the template level under Mange Template Setting and then selecting your desired Workflow

To Note: Adding in a new Workflow on already generated Contracts will NOT update prior contracts to the new workflow. Contracts moving forward will show these new steps but prior contracts will maintain the Outlaw default Workflow.

If a custom workflow is changed while contracts are in the middle of that flow, they will also default back to the original Outlaw default Workflow.

Utilizing custom Workflows in Flow

Once a document has been generated, Owners of the contract will be able to navigate through the steps of a Workflow by selecting them in the top left-hand corner. With custom Workflows, it is possible to go between steps as necessary.



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