How to Add an “Updated Contract” Workflow in DocFlite

Instead of overwriting the original contract and then automatically re-sending all your policies, DocFlite allows you to create a clear, trackable workflow so you can:

Keep a record of the original agreement
Only send an updated version of the Employment Contract (no automatic sending of policies or handbooks)
Track when the new contract is accepted

This article will explain how to

A new Status: Updated
A new Workflow that allows you to re-send contracts from Accepted

Step 1: Add a New Status (“Updated”)

Go to Admin>Document Manager
Select your Employment Contract document type
Click Add Status
Enter:
- Name: Updated
- Colour: (recommend blue to match updates)

NB; This status represents a contract that has been revised and is awaiting acceptance.

Step 2: Add a Workflow to the “Accepted” Status

Still within your Employment Contract document,

Go to the Accepted Status
Click Add Workflow
Enter:
1. Name: Send Update
2. Colour: (recommend green to match updates)
3. Click Create WorkFlow

You will need to make sure this button is for your purposes only (and not the people you are sending the document to) and mark it Internal

1.Click Send Update (that you have just created)

2.Select: Internal

Next you will need to configure the workflow:

Steps inside the workflow:

Select Add Task
Choose Type
- Select Send Document
- Click: Create Task

Now you need to add the messaging for the email.

Click on Send Document (that you just create)
Populate the Message box appropriately. We recommend using the placeholder text {customer.forename} and {document.owner.signature}

NB. You can copy and paste the message from the Send Contract task in the Draft workflow.