Users continue to have difficulty navigating record properties because they are not logically grouped or alphabetized.
Workflow history properties add unnecessary clutter and should be hidden by default, accessible only to Admins or users with appropriate permissions (see properties list below).
Although Lifecycle Properties are well organized, they appear at the bottom of the page, which is inconvenient since users frequently search for term dates.
Recommended Property Order:
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Record Type
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Paper Source
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Lifecycle Properties
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Our Company Information (system-generated and custom properties, e.g., our company entity, contact information, signer details, address), sort alphabetically
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Counterparty Information (system-generated and custom properties, e.g., contact information, signer details, addresses), sort alphabetically
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Contract Information (system-generated and custom properties, e.g., scope, purpose, governing law, venue/jurisdiction), sort alphabetically
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Workflow History Properties – hidden by default (visible only to Admins and users with appropriate permissions), sort alphabetically
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Clauses – collapsible section, sort alphabetically
Workflow History Properties to Hide by Default:
- Number of Turns
- Workflow Configuration Version Number
- Average Turn Time with Internal
- Number of Approvals
- Turn Tracking Time with Internal
- Total Internal Turns
- Average Turn Time with Counterparty
- Start Over from Template
- Turn Tracking Time with Counterparty
- Final Draft on Template
- Number of Signers
- Reverted to Review
- Sign Step Duration
- Total Counterparty Turns
- Connect Workflow
- Create Step Duration
- Review Step Duration
- Archive Step Duration
- Workflow Sign Step Completed Date
- Workflow Completed Date
- Workflow Paused Duration
- Workflow Review Step Completed Date
- Average Approval Time
- AI Assist Language Included
- Workflow Completion Duration
