We are in the process of creating more specific workflows for our documents and I'm curious as to what methods Admins have found successful in order to control Record Types for accuracy in reporting and to create efficient workflows if like documents. For example, we have an NDA workflow for all NDAs regardless of whose paper, a Partner workflow for all Partner Agreements (not orders, SOWs, POs) Agreements only regardless of paper but we break them done into SubContracts, etc. in the workflow questions. Same with Vendor Agreements and Customer Agreements. Then we get into things like RFPs, MOUs and Teaming Agreements which all fit into the Collaborative document category but how are other Admins doing this? What workflow do you use for both your and third party Amendments, DPAs and other types of Agreements? Do you bundle them or separate them entirely?
