How do you trigger auto- advancement of a contract to the next stage?

Prepare for the DocuSign CLM Workflow Specialist Exam. Utilize flashcards and multiple-choice questions, each paired with hints and explanations. Equip yourself for success!

Multiple Choice

How do you trigger auto- advancement of a contract to the next stage?

Explanation:
Auto-advancement works by using workflow rules that define a condition which, when satisfied, triggers the move to the next stage. In practice, you set a rule that checks for things like task completion or required data being entered; once that condition becomes true, the contract automatically advances without manual action. This is why configuring a Rule or condition to evaluate to true upon task completion or data satisfaction—and then moving the contract to the next Stage—is the correct approach. The other options rely on manual steps, an unreliable delete-and-recreate action, or a global timer that isn’t aligned with per-contract readiness, so they don’t provide true automatic progression.

Auto-advancement works by using workflow rules that define a condition which, when satisfied, triggers the move to the next stage. In practice, you set a rule that checks for things like task completion or required data being entered; once that condition becomes true, the contract automatically advances without manual action. This is why configuring a Rule or condition to evaluate to true upon task completion or data satisfaction—and then moving the contract to the next Stage—is the correct approach. The other options rely on manual steps, an unreliable delete-and-recreate action, or a global timer that isn’t aligned with per-contract readiness, so they don’t provide true automatic progression.

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