Concept: Forms in Workflows

You can use the

Form

tab in Workflow Builder to configure questions that collect information from submitters. Contract Management and Document Intelligence uses these responses to populate fields in the document template and support workflow actions.

Upload a template to start setting up the form so all required fields are available during document creation.

You can add sections to forms using these components:

Linked fields:

You can link a question to a template field to automatically populate the document.

Example:

Link “Who will be the counterparty signer?” to the

Counterparty Signer Name

field.

Predefined responses:

You can enter custom responses in the

Available Options

field.

Enter each option in

Available Options

.

Default values:

You can enter a default value for text fields. Other field types support defaults based on their format.

Conditions:

Click

Specify Condition

and configure a condition. Contract Management and Document Intelligence displays a question when these conditions are met.

You can update the form structure by reordering, removing, or deleting the section or question using the related actions menu.