Define a user as an internal signer

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

    • Define a user as an internal signer so that the signer can be added to a contract template to automatically populate in a contract document.

    Vorbereitungen

    Role required: sn_lg_ops.legal_config

    Prozedur

    1. Navigate to All > Legal Administration > Simple Contracts Admin > Internal Signatories.
    2. Define or modify an internal signer.
      • To define a new internal signer, click New.
      • To modify an existing internal signer, open the internal signer from the list.
    3. On the form, fill in the fields.
      Tabelle : 1. Internal Signatories form
      Field Description
      Internal signer User designated as an internal signer.

      The list shows users from the Users [sys_user] table.
      Authorized signatory name Legal name of the selected user.

      The legal name is fetched from the Employee Profile form.
      Signatory title Official title of the selected user.
      Signatory email Email id of the selected user.
    4. Save the internal signer.
      • Save an internal signer by clicking Submit.
      • Save the changes to an existing internal signer by clicking Update.