How can I use party and signee contact details in my automations?

Depending on the type of 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 an auto-populated party and signee information fetched from a specific signee field of a fully signed contract.
• Automatically request 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. 

With knowing how many signees there are in your contract, you can now refer to specific data associated with them from a list of variables directly from your automation setup's trigger event configuration window.

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.

If you need additional information or assistance, ask us anytime by contacting our Support Team.