I know this has been discussed tangentially in other threads, but I wanted to make sure I wasn't missing a way that this can be accomplished now as opposed to a future update.
When someone requests a workflow for a document that by its nature is a child document (i.e. an SOW, Amendment, etc.), we want Ironclad to automatically know which contract in the repository is the correct parent agreement (likely based on customer name, record type, and active status) and then to pull certain fields from that parent record for use in the child workflow. (contract name, execution date, full counterparty legal name, etc.). We'd like to avoid having to ask the sales team which master agreement governs this new SOW/Amendment/etc. because that opens up complexity and confusion for them. If it helps, we have a Salesforce integration that the team uses to kick of workflows, so it could pass info from SF to Ironclad.
