How to set up a system where contracts above a certain amount are automatically sent to a Director for signing or approval?

How to set up a system where contracts above a certain amount are automatically sent to a Director for signing or approval?

  1. Open your fillable template, ensuring that you have added the necessary fields for signing.
  2. In the "On Submission" settings, choose Send for sign collection.
  3. Configure the sign workflow by adding the Director's name and email.
  4. Implement an if-else condition based on the contract value. For instance, if the contract value is greater than $10,000, send it to the Director for approval; otherwise, send it to another designated signer.

  5. Save the configurations.

This setup ensures that contracts are automatically routed to the Director for signing or approval when they exceed the specified amount.


Head to the user guide for detailed information on conditional signers in fillable templates.


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