Looking for feedback on best practices on creating workflows by Type, NDA, Master Agreement, Vendor Agreement, etc. and allowing Company standard paper OR Counterparty paper vs. workflows by type for Company standard paper and if not on Company paper directing them to a separate workflow with more detailed questions. I'm looking for the best process for ease of use and reporting. We've noticed that when paper changes mid-workflow you can't update the record type in some of our workflows and that is causing reporting issues.
