LegalSifter Support

Information on the Trigger Type column of the Workflow grid in Contract Logix

Workflow Grid Trigger Type column

Information on Workflow History in Contract Logix

Workflow History

Information on and how to create an Approval Task within a Workflow assigned to individual users as an Approval Group in Contract Logix

Create Separate Tasks for each Assigned To user

Information on and how to create a Workflow in Contract Logix

How to Create a Workflow

Information on and how to trigger Workflows in Contract Logix

How to trigger a Workflow

Information on how to import or export Workflows from Contract Logix

Manage Workflows

Information on user actions, system actions, and logic-based actions of Workflows in Contract Logix

Workflow Actions

Information on the Workflow Warning icon on the homepage in Contract Logix

Workflow Warning Messages

Sara Doutt

Workflows

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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