Here's our last update of the year 🎆. Let’s get right into it.
File Uploads for Counterparties: No more Scrubbing through Contract Emails
With our latest update, counterparties can now upload supporting documents directly through the questionnaire.
No more sharing documents back and forth over email - simply select the 'Related Documents' question type in the self-serve questionnaire builder and let your counterparties upload up to 10 files/documents. These documents will then be available in the summary page's 'Related Documents' section, tagged as 'Supporting Document'.
This feature saves time, improves the user experience, and supports a variety of file types including DOCX, DOC, JPEG, JPG, PNG, PPT, PPTX, XLS, XLSX, PDF, TXT, ODP, GIF, KEY, and ASIC. Streamline your contract process with this convenient new feature!
Self-Serve Conditional Approvals: Faster Contract Processing
Now, you can set up your own conditions for contract approvals directly from the contract settings. You don’t need our teams to do this for you anymore!
Simply head to contract settings, open the contract type, and go to approvals to add a pre-send approval. Select a template and define your condition - it's that easy!
This feature is a game-changer for saving time and making approvals a breeze. Check out this video to see it in action:
Editors can Now Approve Documents for Signatures
You can now allow editors to prepare contracts for signing. Head to contract settings > contract type > signatories to make the change.
Auto-marking for Execution after Pre-sign Approvals
Once pre-sign approvals are complete, the contract will automatically move to the 'awaiting signature' stage if there are no pending actions like missing information or stamps. This means one less step for you and your team, resulting in a smoother and faster contract process. Happy signing!
We squashed some bugs too!
- Add uniqueness validation on variable name of each column of a dynamic table
- Validate all blanks have correct data shape as per format options