Managing Reply Functionality in the Contract Template

This article is a guide to managing the Reply Functionality in the Contract Template.

This guide contains the following:

• Introduction
• How To - Workflow Level
• How To - Clause Level

Introduction

We have introduced the functionality within FastDraft to optionally configure periods of reply for individual clauses within many workflows. Below are some of them:

• PM to Supplier Instructions
• PM to Supplier Notifications
• Supplier to PM Notifications
• Supervisor to Supplier Notifications
• Supplier Submissions
• PM Submissions
• Supplier Proposals (Submissions with Quote)

How To - Workflow Level

1. Using the left-hand navigation panel, select 'Contract Template'

2. Under the 'Workflows' tab, select the workflow you wish to configure

3. Within that workflow, select the middle 'Workflows' tab on the right hand side, and choose which variation of the workflow you'd like to configure (e.g. Project Manager Notifications or Supplier Notifications, etc)

4. Within the pop up that appears, you'll see the below options for configuring your replies:

• Reply Enabled - this can be toggled Yes/No, to indicate whether this particular workflow requires a response or not
• Reply Attachments Enabled - this can be toggled Yes/No, to indicate whether the reply can contain attachments or not
• Reply Period Options - Using the drop-down list you can select which Global Resource (Period of Reply) you'd like to apply to this particular response option - this can be overridden for particular clauses, see here. 
• Replying Party - Using the drop-down list you can select which Party is required to reply to this workflow - this can be overridden for particular clauses, see here

5. Select Update Workflow...

... then Update Workflow Group...

... then Save Changes.

How To - Clause Level

If you only want certain clauses to warrant a reply, as opposed to all clauses, follow the steps below.

1. After you have completed the above steps, select the Placeholders tab within the workflow you have selected. Choose the appropriate Clause Placeholder - e.g. clauses in the PM Notifications workflow will be in PmClauses, etc. 

2. When you select on a clause, on the right-hand side you will see the below options:

The first, Override Reply Period, presents you with two options:

• You can choose for this particular clause not to require a reply, as opposed to the rest of the clauses.
• You can choose for this particular clause to invoke a different reply period compared with the rest of the workflow's clauses. 

The second, Override Reply Party, presents you with one option:

• You can choose for this particular clause to require a reply from a different Party to the rest of the workflow's clauses. 

3. Select Update Item...

... then Save Changes...

... then Update Workflow Group...

... then Save Changes again.