You can trigger the generation of documents from a Workflow rule. You may then combine this with other actions to create linked tasks and notifications.
This summary shows the selections required to automatically generate a document when a new record is added to an iSheet.
Contract Express templates are treated exactly the same as HighQ templates in Workflow. For more information please check the main section on building workflow rules.
Open the Rule builder
The Rule builder in the Admin module allows you to build rules defined by triggers and actions.
- Build your rule in Workflow. Open the Admin module and select Rule builder under Workflow. Either Add a new workflow, or select an existing workflow. In this example, the workflow already exists.
- Select the Triggers tab and make sure the rule uses the linked iSheet. Set a column condition that will trigger the action defined in the next step (in this case, when a value is added to the NDA party name column).
- The Actions tab must be set to Generate document, then choose the appropriate Contract Express template. Click Save to finish.
- On behalf of - set a requestor that can then view the file if 'Own' permissions are used.
Users with 'Own' view permissions for files are not able to see the generated file unless On behalf of is used.
Use 'On behalf of' to provide permissions to the original requestor of a document
By default, the Doc auto engine is listed as the Creator of a document (such as 'HighQ bot', 'Automation engine', or 'Contract Express Engine'). As of November 2022, you can select either the Created by or Modified by column from the iSheet used to generate the document, and provide view permissions to the 'requestor' of the document.
This allows the original requestor to retain ownership and view the file if 'Own' permissions are used.
The requestor can then view the document so it can be attributed, tracked and returned (to the original requestor) even as further changes or approvals are made to the document.
In Actions tab of the Edit rule window, select Generate document and the Template. Click the On behalf of drop-down menu to choose the column that contains the requestor:
Select the Created by or Modified by column:
Assign a task in Workflow
If you want to assign tasks in Workflow, add a new rule in the same workflow. Please see the main Workflow section for more information.
Follow the procedure described in Manage workflows to automate tasks.
