Working Docs Zone (separate from Info and Main Document sections)

Sebastian_Goldsmith

A lot of the time a document will be needed for reference in a workflow but which is a) not known at the outset and/or b) not relevant for the signature packet. For example, previous contracts or policies the client wants to see.

At the moment we upload these using the Update Documents function and delete them (ideally) before final approval.

However, a lot of the time people forget the removal part and it results in the pain of reverting to Review.

A workaround for this could be having a question for "Any other relevant documents" in the Create form, which I guess can be added as we go along by Edit Info, but it's not a very intuitive way.

It would be great to have a separate tile or zone on the page for "Working Documents" which may or may not form part of the final signature packet but which need to be shared, marked-up and worked on.

Just an idea, but I would personally find this really helpful.

While I'm thinking about it, if we could pull commonly used documents in this regard from some kind of library, that would be really cool (for example ABC policy or Change Control policy etc.), rather than having to upload them each time.

David_Wieseneck

Love this idea!

File Attachments & Additional Documents are a bit confusing and there is some disconnect with how they work:
Idea: File Attachment type -> Additional Document automatically

Can you add File Attachments to Additional Documents?

Ability to add additional documents to workflow 

Here is a similar idea for adding a document (policy, etc.) do a workflow

Contract Description Document 

We want to do this, by using a Multi-doc workflow. The plan was to add it as a DOCX (PDF is not supported), but exclude from the Signature Packet. But we got stuck since you can not exclude from Signature Packet... 😞

My thought is that if a Doc does not have signature tags on it, we should be able to exclude it from the Signature Packet.