Update signatory details in an external contract document 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_lg_ops.legal_user and sn_cm_core.contract_user
- sn_cm_core.contract_fulfiller
Prozedur
-
Navigate to .
-
Select the List icon (
).
-
Navigate to Legal Requests.
-
Open a legal request.
-
Navigate to the Contract Requests tab and open the request.
-
Navigate to the Activity stream to learn the validation error.
-
Select the Signatories tab.
-
Select the signatory and update the information.
-
Select Save to save the signatory details.
-
Select the Contracts documents tab.
-
Select Sync document.
A new contract document revision is created with the updated signatory information.
-
Select Save to save the contract request.
-
Select Send for signature.
A message appears displaying details of the contract document that is sent for signature.
-
Select Send for signature on the confirmation message.