Create and configure participants for legal contract template

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Add and configure participants that act as placeholder for users who will be assigned as signers of a contract document.

    Vorbereitungen

    A Microsoft Word document must have been uploaded and parsed to provide template mappings for the contract template. For more information, see Create a Microsoft Word legal contract template.

    Role required: sn_lg_contracts.contracts_config

    Prozedur

    1. Navigate to All > Legal Administration > Simple Contracts Admin > Contract Templates.
    2. Open a contract template.
    3. In the Participants related list, click New.
    4. On the form, fill in the fields.
      Tabelle : 1. Participant New record form
      Field Description
      Name Unique display name of the mapped participant.
      Hinweis:
      The length of the name should be equal to or less than the length allocated in the Word document template for a signer.
      Order Order in which the signature request will be initiated for the participant.
      Signer User field from the list of fields that are populated from the Signer [sn_lg_contracts_signer] table.
      Hinweis:
      You can select only the highlighted user fields.

      The user in the mapped field is automatically added as a signatory in the document.
    5. Select Submit.