Rebecca Berg September 25th, 2018

Update: Updated Send Contract Actions in Workflow

We have updated the SEND CONTRACT action in workflow.  You now have the option to APPLY TO PORTAL and APPLY TO PROJECT ONLY.


Here is a breakdown of all 3 options now when using the "SEND CONTRACT" action in workflow:

SEND EMAIL AND APPLY TO PORTAL - This is the regular action you are used to.  This adds it to the project and sends it, also adding it to the portal.
APPLY TO PORTAL
- New action.  This adds it only to the project and "marks sent" so it applies to the portal.  It does not send an email.
APPLY TO PROJECT ONLY
- New action.  This only adds it to the project. It does not send it or add it to the portal.  Great for adding a contract that you want to do updates on and don't to automatically send.