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
Navigate to the Teams section of your Outlaw and then to the subsection labeled "Workflow" - select the
New Workflowbutton to begin
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.
Select a starting workflow by tapping on the
based ondropdown. Outlaw provides two default workflows;
Legal filings. If you team has existing custom workflows, you can use one as a starting point.
Outlaw Defined Workflows
Basic contract lifecycle flow
To learn more about Workflow step functionality, and how they differ from each other, jump to the section below.
Next step is adding in your Workflow Steps - there will be a few items you are able to customize for each step
Step popover breakdown
Enter in your desired step
Nameof your Step
Colorof your Step - this can be incredibly helpful for an at-a-glance view of where your contracts are sitting
Enter in the
descriptionof your Step - this will be visible when users are moving through the steps in the Flow process
functionalityof this step (see table below)
Be sure to tap
updateto save your progress
Workflow step functionality
Document variables & text are editable
Apply Checkpoint group as a workflow step.
Document is read-only and eSigning is enabled
Document is read-only (locked)
💡Best Practice is to set up Steps in the following order:
Enabling a custom Workflow on a Template
Once your Workflow has been created you can apply this to a template by editing a template, tapping on the settings cog
⚙️ in the topbar, in the
General tab, select the Workflow dropdown and choose your custom workflow.
🚨 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.
🚨 Note: 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.