How can I use Party and Signee contact details in my automations?

Depending on the type of a Party (Company or Private person) you can choose any variable such as:

• Full name or Company name
• Representative name
• Email address
• Title
• Company or National ID
• Hereafter referred to as

And in addition, you can:

• Select Signee number: Choose the specific number of the Signee you want to use data from the sequence of signing parties in your contracts
• Find Signee using filter: Filter any variable of a Signee to match only a specific set by your criteria in the trigger event automation setup of your workflows 

How can I use Party and Signee variables in my automated workflows?

Example workflows:

• Automatically create a new contract draft with auto-populated Party and Signee information fetched from a specific Signee field of a fully signed contract
• Automatically ask for a review when a draft is updated and assign this task to a Signee whose email address matches specific criteria (is equal to, starts with, is different than, contains)
• Automatically send a contract from a specific template for signature with already auto-populated Signee details fetched from an updated draft 

The cases of using a particular Party or Signee data in the configuration stages of your automations are numerous.

With knowing how many Signees there are in your contract, you now have a convenient way of referring to specific data associated with them from a list of variables directly from the trigger event configuration window of your automation setup.

If you want to know more about the automation setup, click here for step-by-step guidance on one of the many ways this feature can ease your contract management.

Note: In-app automated workflows are available for users on Foundation plan.

If you still need additional information or assistance, reach out to us at any time via our Online Support Chat or by sending us an email.