Okay Community, we are going live very soon. Here is the question I have.
We have two standard templates, NDA and MSA so that workflow users can draft and get to the Counterparty asap. When the document is redlined or a 3rd party document is offered instead we typically ask Intake questions like when do you need this reviewed, what are the factors impacting this deadline, describe the engagement, etc. We don't need these fields in the form if they are just sending out our Standard Agreement but we do need (and want to track and report on this data) if the Agreement is redlined or a different Agreement is offered instead of our standard. Has anyone found a way to handle this that isn't cancelling the existing workflow and starting a new one with an intake form?
