Express Contract Improvements
Feature Name: No More Broken Links: Keep Your Express Contracts in Sync
Product Area: Express Contracts
Impact of Change: Major Process Improvement & Risk Reduction
Roles Impacted: Administrators and users who create and manage workflows.
Description:
Ever updated a workflow template and worried if your public Express Contract link was also updated?
Here is the problem we have solved: Previously, when you changed a template, the public link would silently continue to generate contracts using the OLD version. To fix this, you had to recreate the Express Contract from scratch, which generated a brand new public link. Then came the tedious task of hunting down and replacing the old link on your website and in your communications. It was manual, error-prone, and a huge compliance risk.
We have completely fixed this. Say goodbye to that hassle!
Now, when you edit a workflow, we ensure it stays perfectly in sync with its public links using a simple review process:
Automatic Alerts: When a template changes, we'll automatically flag any outdated Express Contract with a prominent banner and a warning icon (⚠️) to let you know a review is needed.
Safety First: The main "Publish New Changes" button for the workflow will be disabled until all linked Express Contracts are reviewed and up-to-date. This prevents you from accidentally publishing a workflow that's out of sync.
One-Click Review: A "Review" button guides you to quickly check the details and approve the changes.
Confirmation: Once you hit "Complete Review," the icon turns into a green checkmark (✅), confirming your existing public link is now serving the latest, compliant version of your template.
The key benefit: Your public link remains the same. No more creating new drafts. No more manual updates on your website. This change eliminates risk and saves you a ton of manual effort.
Important Heads-Up:
To make this new sync process seamless, Express Contracts are now exclusively for single-counterparty workflows. If you try to add a second counterparty to a workflow with an active Express Contract, the system will prevent it.
Resources:
How to Enable:
We are rolling out slowly to workspaces that have Express Templates enabled. If you wish to get access to this sooner, please reach out to your Customer Success Manager.