Product Area:Workflow Manager (Workflow Settings) and downloaded contract from SpotDraft.

 Impact of Change:Efficient way to identify approval status on the contract

 Roles Impacted: External and Internal collaborators on a contract

Details

There are situations where collaborators outside the SpotDraft ecosystem(who are not users of SpotDraft), or those not involved in the contract lifecycle from the start, such as signatories, need to know if the contract has been approved by their legal team. This assurance allows them to take action confidently when they receive the contract without any back and forth with their legal team.

Feature Overview

The "Add Approval Watermark" feature lets users automatically add an approval watermark to contracts at the signing stage. This watermark indicates to collaborators outside SpotDraft that the contract has been reviewed and approved by your legal team, encouraging faster collaboration over contracts.

How It Works

1. Setting Up the Watermark: Users set the watermark text for a particular workflow through the Workflow Manager settings and publish the changes.
2. Template and Review Flows:When a contract is marked for execution, the watermark text set for the respective workflow will automatically be added to the bottom of each contract page.
3. Upload and Sign Flow:When a contract is uploaded via the upload and sign flow, the watermark text will automatically be added to the contract if it is set up at the workflow level for that particular contract.

This feature ensures that all relevant parties are aware of the contract’s approval status or relevant important processes, for them to easily take their respective action on the contract.

Note:Make sure the uploaded contract uses a consistent A4 layout so the watermark appears clearly.

How to Enable : Available on all workspaces.

Relevant Resources: Help Documentation