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Last Updated: 2026-02-06
Finalize Workflows

Finalize Workflows

  • Enable access to Workflow Builder.
  • Upload signed contract documents.
  • Identify finalization steps to complete the workflow.
You can define post-signature tasks required to complete a contract in Workflow Builder. You can assign a task list coordinator and add finalization phases and tasks. You can also configure the workflow to automatically skip unnecessary steps, enabling participants to focus on relevant steps. When you skip a stage, Contract Management and Document Intelligence removes all related tasks and approvals from that part of the workflow.
  1. Click
    Workflow
    .
  2. On the
    Workflow Builder
     tab, select a workflow.
  3. Click
    Finalize
    .
  4. Select a task list coordinator.
  5. Click
    Add Finalize Phase
    .
    You can enter a name and a description for the phase.
  6. Click
    Add Task
    .
    Configure actions to complete the phase.
  7. (Optional) Select
    Skip Stage
    .
    Configure the conditions to skip the stage.
    Repeat for any other stages that are not required.
  • Monitor the progress of finalization tasks from the workflow dashboard.
  • Notify participants when the contract is fully finalized and archived.