Updated Send Contract Actions in Workflow

Originally posted: September 24th, 2018

We have updated the SEND CONTRACT action in workflow. You now have the option to APPLY TO PORTAL and APPLY TO PROJECT ONLY.

Here is a breakdown of all 3 options now when using the "SEND CONTRACT" action in workflow:

SEND EMAIL AND APPLY TO PORTAL - This is the regular action you are used to. This adds it to the project and sends it, also adding it to the portal.
APPLY TO PORTAL - New action. This adds it only to the project and "marks sent" so it applies to the portal. It does not send an email.
APPLY TO PROJECT ONLY - New action. This only adds it to the project. It does not send it or add it to the portal. Great for adding a contract that you want to do updates on and don't to automatically send.