Resolve the failure to send contract documents for signature (starting with Contract Management Pro 1.2.1)

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

    • Update signatory details in an external contract document in Contract Management Pro when there is a failure in sending the document for signature due to a mismatch between the signatory information in the contract request and the contract document.

    Vorbereitungen

    Role required: sn_cm_core.contract_user, sn_cm_core.contract_fulfiller

    Prozedur

    1. Navigate to your workspace.
    2. Open the contract request.
    3. Select the Signatories tab.
    4. Select the signatory.
    5. Update the signatory information.
    6. Select Save.
    7. Select the Contracts documents tab.
    8. Select Sync document.
      Abbildung : 1. Sync document
      Sync document button in a contract request
      A new contract document revision is created with the updated signatory information.
    9. Select Save to save the contract request.
    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.