Reorder Documents

Why do this?

Reordering documents allows you to list documents in a particular order, which is especially helpful when completing workflows containing multiple main documents.

Who can do this?

• Admin

• Current Phase Owner

• Current Phase Mediator

When can you do this?

• Reordering main documents can be done in the during the Document Source Phase, during the Negotiation Phase, and before the Signature Phase is started.

• Prior to starting the Signature Phase, the Admin or Phase Owner can reorder the Executive Summary page as well.

• For DocuSign Signature Phases, the document order set in symplr Contract determines their order in DocuSign.

Where can you do this?

You can reorder documents under Document Versions in the workflow panel.

How to Reorder Documents

• In the Phase Info tab, click Document Versions.

• Click Reorder (Off).

  • It will change to Reorder (On).

  • The document file icons will change to drag icon icons.

• Mouse over the file you want to move.

  • The cursor will change to a hand icon.

• Drag and drop the file to where you want to see it in the list.

  • When you release the mouse button, a “Document moved” message confirming reorder will appear briefly.

  • The new order in the Document Versions panel will be reflected in the tab order of the Document Viewer.

How to Cancel Document Reordering

• Simply drop the document in its original location.
  OR
  Mouse anywhere outside of the Document Versions area and drop the document.
  OR
  Click the ESC button while holding the document.

Attachment Management

• Users who can upload attachments within workflows and vendor profiles and provider profiles can also sort and filter attachments in the workflow and vendor and provider profiles.

• This functionality is similar to the attachment management in the Contract Library.