Draft Notices via Email

This article is a guide on how to draft notices via email and send to FastDraft. Although it has been deployed to all our instances, it is currently only available on request. Please liaise with your account manager or our support team.

This guide contains the following:

• Overview
• Training Video
• Key Features
• How to use
• Limitations

Overview

This feature allows users to create draft notices in FastDraft by sending an email, simplifying integrations and enabling offline workflows. 

Training video

Key Features

• Create draft notices on FastDraft in your contract directly from email
• Supports attachments
• No API or webhook integration required
• Suitable for mobile or offline scenarios

How to use

• Generate your unique contract email address in FastDraft. This can be found by clicking on your name in the top right corner of the contract dashboard and then on the envelope icon.  This id is unique to both your username and specific contract.  Each contract you are named on will have a different id.  You can save this id as a contact in your email provide eg outlook or for example on your phone.

• Create a new email and copy in the unique address.
• Add a subject and enter your draft notice content in the email body
• Include attachments if required
• Send the email

The draft appears in the Generic Drafts area of your contract.

The next steps to add them into the contract are to:

• Review and amend the content if required, eg copy the subject into the subject line.

• Users must ensure the correct contract email address is used - ie you have sent the draft email to the correct contract. 
• The workflow type can be changed at this point (select under clause/type)
• The content may need adjustment - as the email content is imported as-is. 
  • Subject line will need updating
  • Check spelling, grammar
  • Add or delete text( eg email chains and signatures)
  • Verify your attachments
• When all amendments have been made click 'Assign'
• The draft notice is then created in the selected workflow and when ready to send must be communicated manually - they are not automatically notified. 
• There is a filter on this register to view all previously assigned notices or just unassigned notices.
• You will receive an email confirming a successful transfer.

Limitations

• Uses the body of the email to populate the description/body of the notice
• Requires a valid user account on the contract
• Each user needs to generate a separate email address for each contract they intend to email into
  • The email address 
    • is tied to a particular user and a particular contract
    • identifies which contract it needs to be routed to
    • determines which user should be designated as the drafted by user
    • determines which party the draft should be visible to
• Manual review required before issuing