Workflow Actions

PHASE	Phase Owner Actions	Phase Participant Actions
Initiation	A Phase Owner or Admin can initiate a workflow
Form	The Phase Owner controls the Form Phase. They can: Record comments, add attachments, and view the entries Enter and save form data Start and complete the phase Add participants and modify the participant sequence Add responsible parties Retract or cancel the phase	The Form Phase may have Reviewers and Approvers. They (and any other phase participants) can: Record comments, add attachments, and view form entries During their turn, Reviewers and Approvers can: Enter and save form data Submit their review or approval
Document Source	The Phase Owner controls the Document Phase. They can: Record comments Add, edit, and download attachments View and download document versions Add, edit, upload, and delete documents Start and complete the phase Add participants and modify the participant sequence Add responsible parties Retract or cancel the phase	The Document Phase may have Reviewers and Approvers. They (and any other phase participants) can: Record comments Add and download attachments View and download document versions During their turn, Reviewers and Approvers can: Add and upload documents Submit their review or approval
Negotiation	The Phase Owner controls the Negotiation Phase. They can: Record comments Add, edit, and download attachments View and download document versions Add, edit, upload, and delete documents Start and complete the phase Add participants and modify the participant sequence Add responsible parties Retract or cancel the phase	The Negotiation Phase will have Reviewers and/or Approvers. They (and any other phase participants) can: Record documents Add and download attachments View and download document versions During their turn, Reviewers and Approvers can: Add and upload documents Submit their review or approval
Signature	The Phase Owner controls the Signature Phase. They can: Record comments Add, edit, and download attachments View and download document versions Add responsible parties Add participants Add an Other Party Signatory Start the phase Retract or cancel the phase Complete the phase AFTER all Signatories have taken their turns In an Ink Signature Phase, the Phase Owner can: Modify the participant sequence BEFORE starting the phase Upload new document versions AFTER starting the phase In a DocuSign Signature Phase, the Phase Owner can: Modify the participant sequence BEFORE starting the phase Enter DocuSign’s launch/editing page upon starting the phase	The Signature Phase have Signatories. They (and any other phase participants) can: Record comments Add and download attachments View and download document versions During their turn, Signatories can: Add and upload documents Submit their signature The Signature Phase may have Reviewers and/or Approvers. During their turn, Reviewers and Approvers can: Submit their review or approval
Activation	The Phase Owner controls the Activation Phase. They can: Record comments, add attachments, and view form entries Enter and save form data Start the phase Add participants and modify the participant sequence Add responsible parties Retract or cancel the phase Complete the phase, which activates the contract	The Activation Phase may have Reviewers and Approvers. They (and any other phase participants) can: Record comments, add attachments, and view form entries During their turn, Reviewers and Approvers can: Enter and save form data Submit their review or approval