Resolve an error during send for signature

  • Release version: Washingtondc
  • Updated January 27, 2024
  • 1 minute to read

    • As a legal 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.

    Before you begin

    Role required:
    • sn_lg_ops.legal_user and sn_cm_core.contract_user
    • sn_cm_core.contract_fulfiller

    About this task

    Note:
    If you are using Contract Management Pro version 1.2.1 and the document is an internal document stored on your ServiceNow instance, signatories are automatically updated in the contract document when you send it for signature.

    Procedure

    1. Navigate to All > Legal Request > Legal Counsel Center.
    2. Select the List icon (List icon).
    3. Navigate to Legal Requests.
    4. Open the legal request.
    5. Navigate to the Contract Requests tab and open the request.
    6. Navigate to the Activity stream to find the validation error.
    7. Select the Signatories tab.
    8. Select the signatory and update the information.
    9. Select Save to save the signatory details.
    10. Select the Signatories tab.
    11. Select Sync signatories.
      The contract document is updated with the new signatory details.
    12. Select Save to save the contract request.
    13. Select Send for signature.

    Result

    A new contract document revision is created with the latest signatory details and sent for signature.