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Flow (Document editor)
Flow (Document editor)
Everything you need to know about end-to-end deal process within Outlaw
+1
29 articles in this collection
Written by
Evan,
Julie,
Jumi Cha
and 1 other
End-to-End Deal Flow Guide
Get started with a basic contract flow on Outlaw!
Written by
Julie
Updated over a week ago
Start a New Contract
Generate a new contract from a template, upload, or blank.
Written by
Julie
Updated over a week ago
Export a Contract to Word or PDF
Convert your Outlaw contract to Word/PDF for a workflow powered by traditional tools
Written by
Julie
Updated over a week ago
Duplicate contract
Start a new contract by copying a deal that already exists in your contract repository.
Written by
Julie
Updated over a week ago
Batch Upload (i.e. "Legacy Migration")
Upload a .csv file with defined meta-data fields and associated documents to complete your contract repository.
Written by
Julie
Updated over a week ago
Negotiation & Workflow Tools
Keyboard shortcuts within Flow (Contract editor)
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Written by
Sarah O'Neill
Updated over a week ago
Custom Workflows within Outlaw
S
Written by
Sarah O'Neill
Updated over a week ago
Checkpoints within Workflows (Default & Custom)
S
Written by
Sarah O'Neill
Updated over a week ago
Bundling
Written by
Evan
Updated over a week ago
Outlaw eSignature Compliance & Certificate of Completion
Written by
Jumi Cha
Updated over a week ago
Add hyperlinks
Add clickable links to jump between related contracts within Outlaw, or to external websites
Written by
Julie
Updated over a week ago
Attach a file to a contract
Add pdf, jpg, png, jpg, docx, json, or xlsx files to complete your deal process
Written by
Julie
Updated over a week ago
PDF E-Signing
Sign a PDF uploaded to Outlaw to complete your deal in record time!
Written by
Julie
Updated over a week ago
Commenting on a Contract
Discuss negotiation points in a running comment thread to reach agreement faster.
Written by
Julie
Updated over a week ago
Editing a Contract (without red lines)
Written by
Julie
Updated over a week ago
Editing a Contract with Redlining
Outlaw's red-lining (editing with "track changes") is intuitive and user-friendly.
Written by
Julie
Updated over a week ago
Approving/rejecting red lines
Written by
Julie
Updated over a week ago
Clearing a signature
What happens if one Party signs the deal, but further editing is necessary?
Written by
Julie
Updated over a week ago
Sharing & User Permissions
Change Contract Signer
Change the individual authorized to sign a deal on Outlaw
Written by
Julie
Updated over a week ago
Share multiple contracts at a time
Add/remove users and update permissions on contracts in bulk
Written by
Julie
Updated over a week ago
Why can't I "re-share" contract?
Written by
Julie
Updated over a week ago
Share a Contract
Give someone access to a contract on Outlaw's platform via sharing.
Written by
Julie
Updated over a week ago
Add New User to a Contract
Written by
Julie
Updated over a week ago
Set User Roles and Permissions
Contract "Owners" control what other users shared on a contract can do.
Written by
Julie
Updated over a week ago
Add multiple signers under a single Party
Include more than one signer on behalf of a Party
Written by
Julie
Updated over a week ago
Re-Share a Contract
Written by
Julie
Updated over a week ago
Share contract via public link
Allow users to share by copy/pasting a deal URL
Written by
Julie
Updated over a week ago
Contract Recipient Resources
Key Terms Explained
Written by
Julie
Updated over a week ago
Contract Recipient Quick Guide
Access, negotiate and sign deals shared with you on Outlaw
Written by
Julie
Updated over a week ago