There are 3 types of workflows you can create on Constrafor: Contract, Invoice and SOV. Workflows allow approvers and reviewers to view contracts both before they are sent to the subcontractor and after subcontractors make edits.
To create a Workflow Rule:
1. Click on 
in the top right corner of the screen.
2. Navigate to Settings.
3. Click on Workflow rules.
4. Click on Create new rule, then select Contract, Invoice, or SOV approval.
5. A box will appear prompting you to enter the following information:
- The name of the rule.
- The category of the contract that the rule will be applied to.
- The contract amount range that the workflow rule can be applied to.*
- The Level 1 Approver user to select the first approver of the document before sending it to the trade partner. Note: You can click Add New Level as needed.
- The Level 1 Reviewer to select the first reviewer of the contract after a contract is sent back with edits. Note: Like Approvers, You can click Add New Level as needed.
- The signature of who will be signing the document on the general contractor side.
- The checkbox next to "Automatically send the contract to counterparty after the final approval" to directly send the contract to the Trade Partner after the last approver has approved the contract.*
When you are finished, click on Create rule.
* optional
