Add signatories in self-served contract request

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Add signatories in self-served contract requests when the contract is generated from a template configured with signature blocks.

    Before you begin

    Role required: sn_cm_core.contract_fulfiller or sn_cm_core.contract_user

    Procedure

    1. Navigate to your workspace.
    2. Open the contract request that is assigned to you or for which you’re a collaborator.
    3. In the Signatories tab, select Add.
    4. On the Add Signatory form, indicate whether you are configuring an internal or external signatory by selecting Internal or External.
    5. Configure the signatories.
      OptionSteps
      Internal
      1. In the Internal Signer field, enter the name of the signer.

        The fields Authorized signatory name, Signatory, and Signatory email are automatically populated.

      2. In the Order field, enter the order in which the contract should be sent to the signer. The order value should be unique
      3. Select Add.
      External
      1. In the Authorized signatory name field, enter the external signer's name.
      2. In the Signatory field, enter the external signer's title.
      3. In the Signatory email field, enter the external signer's email address.
      4. In the Order field, enter the order in which the contract should be sent to signers for an e-signature. The order value should be unique.
      5. Select Add.