Can you provide guidance on achieving this use case in Ironclad -
As a user, I want to be able to select the category of contracts (Sell-Side and/or Buy-Side) and then the Workflow should be a drop-down list for me to choose the buy-side contracts/sell side contracts ( MSA,SOW,NDA,IT-Procurement etc.) so the templates will be generated automatically or I will be able to select them manually.
For Example - If I select, Contract Category = Sell Side, I should get to choose between - MSA and SOW and then the templates for SOW ( 2-3 templates based on geography, dollar value etc, should be populated.
Currently, I am creating separate workflows ( managing auto-selection of templates ) for each Contract Type without categorizing them but in case of multiple categories, multiple templates ,it would get difficult to manage them. What is the best solution to manage this ?
