Edit or delete signatory using add-in

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

    • As a contract configurator, edit or delete a signatory from a Microsoft Word document using the Microsoft Word add-in for ServiceNow Contracts.

    Before you begin

    A Microsoft Word document with content controls should have been uploaded into the contract template.

    Role required: sn_cm_core.contract_config and canvas_user

    Procedure

    1. Open the Microsoft Word document with content controls.
    2. From the Microsoft Word ribbon, select ServiceNow Contracts add-in.
    3. On the add-in login screen, enter the credentials of the ServiceNow instance from where you downloaded the manifest file.
      For more information, see Configure the Microsoft Word add-in for ServiceNow Contracts
    4. In the Template tab, select the contract template.
    5. Navigate to the Signatory tab.
    6. Select the Edit or delete signatory icon (Edit or delete signatory icon).
    7. Edit or delete the signatory.
      ActionSteps
      Edit the signatory
      1. Select Edit signatory.
      2. Modify the signatory details.
      3. Select Save.
      Delete the signatory
      1. Select Delete signatory.
      2. Select Delete on the confirmation screen to delete the signatory.

    Result

    The changes made to the signatories is synced to the ServiceNow instance in Participants related list.