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Evisort
Last Updated: 2023-06-23
Finalize Workflow Tickets

Finalize Workflow Tickets

Set up the signed document.
The stage owner of this process is a finalizer. They oversee this stage and fulfill their assigned criteria.
They can reassign different post-signature steps and send reminders to participants in the
Finalize
 stage to keep the post-signature checklist process moving forward. Any user in the workspace or the ticket submitter can do this.
  1. Click
    Workflow
    .
  2. On the
    Workflow Builder
     tab, select a ticket.
  3. On the
    Finalize
     tab, select a task list coordinator.
  4. Click
    Add Finalize Phase
    .
Contract Management and Document Intelligence archives the document in the repository. You can configure each workflow to place archived documents into folders using a specified naming convention.
[Workflow Name][Counterparty Name][Effective Date].
When you record an effective date in the workflow, we autopopulate that date in the
Effective Date
 field for that document in the repository.