Resolve an error during send for signature

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • As a contract user or fulfiller, update and synchronize signatory details when send for signature fails due to a mismatch between signatory information in the contract request and contract document.

    Antes de Iniciar

    Role required: sn_cm_core.contract_user, sn_cm_core.contract_fulfiller

    Procedimento

    1. Navigate to your workspace.
    2. Open the contract request.
    3. Navigate to the Activity stream to find the validation error.
    4. Select the Signatories tab.
    5. Select the signatory and update the information.
    6. Select Save to save the signatory details.
    7. Select the Signatories tab.
    8. Select Sync signatories.
      The contract document is updated with the new signatory details.
    9. Select Save.
    10. Select Send for signature.
      A message appears displaying details of the contract document that is sent for signature.
    11. Select Send for signature on the confirmation message.

    Resultado

    A new contract document revision is created with the latest signatory details and sent for signature. The Activity stream displays details of the contract document that is sent for signature.