Create and configure participants

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

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

    Before you begin

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

    Role required: sn_cm_core.contract_config

    Before you begin

    • Role required: sn_cm_core.contract_config

    Procedure

    1. Navigate to All > Contracts Core > Contract Administration > Contract Templates.
    2. Open a contract template.
    3. In the Participants related list, click New.
    4. On the form, fill in the fields:

      For description on the field values, see Participant form for contract templates.

      For more information on content controls, see Add content controls in a Microsoft Word document.

    5. Click Submit.

    Result

    The participant is added to the document template.