Our workflow sends our contract template in Word to the Counterparty for review. Once approved as-is, or negotiated and finalized, then the doc goes to Sign Step and out for signature(s).
I want to streamline intake questions, so that IF Contact is same as Signer, then our Requestor can answer, "Yes, Contact is same as Signer" and only need to fill in Signer Name, Title, Email.
However, the CREATE email will auto-send to only one email address.
How do I configure an IF/THEN condition, that IF Contact email is empty, THEN use Signer email to auto-send the initial review email? OR, would I not use a Condition? Is there another way? OR must I have both Contact and Signature questions, and I cannot streamline for the Requestor?
