Overview
The agreement life cycle within LinkSquares Finalize differs based on an organization’s workflows and preferences. There are many paths that an agreement can take based on the complexities of these workflows.
The following flowcharts are sample outlines of how a LinkSquares user may progress through the agreement life cycle using Draft templates (Our Paper), Intake workflows (3rd Party Paper), and Request forms.
Process
Draft Templates
This diagram is a high-level overview of the workflow a user may follow when drafting an agreement from Draft templates.
Note: Workflow steps highlighted in purple indicate that the step can be completed using the LinkSquares Finalize add-in for Microsoft Word.
Intake Workflows
This diagram is a high-level overview of the workflow a user may follow when drafting an agreement using Intake workflows.
Note: Workflow steps highlighted in purple indicate that the step can be completed using the LinkSquares Finalize add-in for Microsoft Word.
Request Forms
This diagram is a high-level overview of the workflow a user may follow when drafting an agreement from Request forms.
Note: Workflow steps highlighted in purple indicate that the step can be completed using the LinkSquares Finalize add-in for Microsoft Word.
To learn more about the LinkSquares Finalize add-in for Microsoft Word, reference our articles on LinkSquares Finalize for Microsoft Word.