Most of our contracts are on our paper, but will often include a quote, statement of work, or other counterparty document which will become part of the final packet. Oftentimes these counterparty documents require review because they contain terms that conflict with the Master Agreement.
Is there a way to upload counterparty document during the create step and have that document included into the workflow at the review stage? Alternatively, is there a way to include our paper document in the review step if we choose counterparty paper as the source?
Thank you
