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Flow for Legal Smartsheet - Coggle Diagram
Flow for Legal Smartsheet
Contract Intake Form is filled out by colleague through Sharepoint link
This auto-populates info into Smartsheet Legal workspace
Diane reviews request
Contract template is emailed from Legal to colleague
I select- Contract out for signature/revisions/etc
Automate- If coming up to the due date, send notice to me and Diane
Updates Priority column
Signed contract sent to Contracts shared inbox
Create link to executed contract in Admin Sharepoint
Colleagues can View Only
Add attachment to Row- executed doc PDF
Add an expiration date from contract to its Row
Automate- If contract is within 180 days of expiration, send notice to me and Diane
Symbol turns red in Health of Contract column
Condition- If "executed" is clicked, change format of row
Send copy of executed doc to colleague
Create Vendor folder in Admin if needed
I choose correct template and send email
Contract request needs further review or revisions + file created
Give go ahead to KK to fill out and send contract + file created
Automate- Notice to Legal Team that new contract requested
Setting for this under Automation