Overview
Templates are the agreement framework that LinkSquares Finalize Administrators use to build out, facilitate and expedite the creation process.
- Finalize Administrators are responsible for creating and managing the templates within Finalize.
Templates are pre-approved, customized workflows that empower self-service drafting.
Once a template has been created, users can quickly generate new agreements using the template.
- Templates within Finalize are available to be mapped to Ramp Spend programs within LinkSquares Finalize on the Ramp Integration configuration page.
LinkSquares Administrators can configure templates to auto-populate with Ramp data when initiated from a Ramp Spend Program.
Process
Configure Ramp Spend Programs with LinkSquares
In Ramp, select a Spend Program or create a new program by selecting:
- Manage spend
- Programs
The user can either edit an existing program or select the Create Program button.
Configure the intake questions on the spend program.
These questions can be mapped to specific Finalize templates in the next section
- Spend Programs that utilize a Third-party or signature-only template in Finalize, ensure a question is included for users to upload the required file so it can be mapped to LinkSquares.
- To initiate a request to LinkSquares:
- Add LinkSquares as an approval step to the workflow.
Take the following steps for approval:
Edit the approval workflow on the Spend Program
- Add an approval step into the flow and begin typing “LinkSquares”
- Name the approval node
Note: The node name will be used when configuring the template mapping in Finalize.
A node name is another word for a step.
- Save the workflow in the upper right-hand corner of the page.
- Click Next, then click Update to publish the Spend Program
- Multiple LinkSquares nodes can be added to an approval flow to trigger different templates based on different approval logic.
Configure Finalize Workflows with Ramp
Once you have configured a Spend Program in Ramp, the next step:
Map the Spend Program to a Finalize template.
- Login to your LinkSquares instance in which you are connecting the Ramp integration.
- Once logged in, navigate to Settings > Finalize App > Integrations
- Scroll down to the Ramp Integration section on the page and click Configure. This will bring you to the template mapping and management page.
- Select New Workflow. This will bring you to the page to complete the Ramp Field Mapping
- Under Ramp Workflow Steps select the Ramp Spend Program to configure
- Then select the Ramp Approval node that will be used to trigger the workflow
- Select which Finalize Agreement status should trigger approval on the Ramp Spend Program.
- Then select the LinkSquares Finalize Template that should be triggered from the approval node. Once selected, the token and agreement detail questions from the template will be displayed.
- For each entry, select the field for the Ramp Spend Program that should map.
Note: field types must match between LinkSquares input types and Ramp field types.
Invalid option types will be grayed out.
| LinkSquares Input Type | Applicable Ramp Fields | Notes |
| Text | Text Boolean Contact Department Net payment terms Single select Multi select |
|
| Paragraph | Same as above in addition: Address Bill-to-contact Bill-to-address Vendor address Paragraph Memo |
|
| Date | Date | - |
| URL | URL link | - |
| Number | Number | - |
| Single Select | Single select | Options must match identically in both applications |
| Multi Select | Multi select | Options must match identically in both applications |
| File Upload | File | Use the File Upload question type for: Intake templates (e.g. Third-Party & Signature Only) |
When using third party or signature only type templates, mapping which file question in Ramp to use as the agreement for review is Required
- Once all fields have been mapped, at the top of the page you will be able to activate the workflow
- Select SAVE to save the configuration.
This workflow is now live and ready to be used with your Ramp Spend
Note: If there are Template revisions in Finalize, the spend request in Ramp will also need to be revised to reflect the new changes and ensure the templates are mirrored.