Workflow Settings

 

Setting	Description
Update Status of PO after signature requested	Automatically update the status of a Commitment Purchase Order to the specified status after a signature request has been sent.
Update Status of PO after signature completed	Automatically update the status of a Commitment Purchase Order to the specified status after a signature request has been completed
Update Status of Subcontract after signature requested	Automatically update the status of a Commitment Subcontract to the specified status after a signature request has been sent.
Update Status of Subcontract after signature completed	Automatically update the status of a Commitment Subcontract to the specified status after a signature request has been completed.
Update Status of Prime Contract after signature requested:	Automatically update the status of a Prime Contract to the specified status after a signature request has been sent.
Update Status of Prime Contract after signature completed	Automatically update the status of a Prime Contract to the specified status after a signature request has been completed.
Mark as executed after signature complete	Attempt to automatically mark a contract as executed after a signature request has been completed. This will only work if workflows are not in place.

NOTE 1: The status and executed fields can also be controlled by a custom Procore workflow, which will take precedent over these settings.

NOTE 2: A Contract Company must be set on each contract for the workflow settings to work.