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

  • Release version: Washingtondc
  • Updated July 3, 2024
  • 1 minute to read

    • Update signatory details on an external contract document when there is a failure in sending the document for signature.

    About this task

    Sending document for signature fails when there is a mismatch between the signatory information in the contract request and the contract document. Update the signatory information to fix the inconsistency and resend the document.
    Note:
    If you are using Contract Management Pro version 1.2.1 and the contract document is an internal document stored in your ServiceNow instance, signatories are automatically updated in the contract document when you send it for signature.

    Before you begin

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

    Procedure

    1. Navigate to All > Legal Request > Legal Counsel Center.
    2. Select the List icon (List icon).
    3. Navigate to Legal Requests.
    4. Open a legal request.
    5. Navigate to the Contract Requests tab and open the request.
    6. Navigate to the Activity stream to learn 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 Contracts documents tab.
    11. Select Sync document.
      A new contract document revision is created with the updated signatory information.
    12. Select Save to save the contract request.
    13. Select Send for signature..