You can use this tab to provide any number of direct URLs to files that will afterward be added to the contract draft created as a result of the automation setup.
In the new draft created by the Automation Builder, all attached in this tab files will look just as if the attachments were manually uploaded through Contractbook Editor.
This means that all relevant previews will be auto-generated, and the attached files will furthermore run through OCR.
What type of files can I attach to the Automation Builder?
The attachments can be up to 48MB each, and you can add a direct link to any of the following formats: csv, doc, docx, jpg, jpeg, pdf, png, txt, xls, xlsm, or xlsx.
In addition to that, you can directly fetch answers to file upload types of questions from your Partner Tools Questionnaire which you selected in the first configuration step of the automated workflow. You can then use these uploads as variables in the Create a draft configuration step:
All available upload questions added to the questionnaire you have selected in the previous configuration step, will be available for selection under the Attachments tab. You can locate all the available options under the questionnaire variables that include URL in their name:
Note: If the Upload question you have added to your questionnaire in Partner Tools has a Loop logic applied to it, you will not be able to fetch the uploaded file and use it as a part of the automation setup of the new draft's creation under the Attachments tab.
Click here for step-by-step guidance on how to automatically create a new contract draft once a questionnaire is completed.
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